Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $66,597 | $160,070-58.4% | $147,117-54.7% | $145,897-54.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.46% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $4,741 | $5,285-10.3% | $4,932-3.9% | $4,663+1.7% |
| Participant deferral / active EE | $7,730 | $8,419-8.2% | $8,065-4.1% | $6,689+15.6% |
| Admin fee / account holder | $29,799 | $15,035+98.2% | $12,993+129.3% | $13,390+122.5% |