Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $72,220 | $160,028-54.9% | $147,080-50.9% | $145,884-50.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.77% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $9,188 | $5,286+73.8% | $4,933+86.2% | $4,662+97.1% |
| Participant deferral / active EE | $28,443 | $8,422+237.7% | $8,066+252.6% | $6,690+325.2% |
| Admin fee / account holder | $30,400 | $15,030+102.3% | $12,989+134.0% | $13,392+127.0% |