Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,322 | $160,040-71.7% | $147,096-69.2% | $145,877-68.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.46% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,819 | $5,289-46.7% | $4,936-42.9% | $4,663-39.5% |
| Participant deferral / active EE | $11,173 | $8,429+32.6% | $8,071+38.4% | $6,691+67.0% |
| Admin fee / account holder | $2,412 | $15,050-84.0% | $13,005-81.5% | $13,402-82.0% |