Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,765 | $160,070-75.8% | $147,117-73.7% | $145,897-73.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.48% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,682 | $5,285-68.2% | $4,932-65.9% | $4,663-63.9% |
| Participant deferral / active EE | $6,219 | $8,419-26.1% | $8,065-22.9% | $6,689-7.0% |
| Admin fee / account holder | $1,632 | $15,035-89.1% | $12,993-87.4% | $13,390-87.8% |