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 | $73,765 | $175,259-57.9% | $149,723-50.7% | $139,487-47.1% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 17.87% | 166.82%-149.0pp | 134.50%-116.6pp | 373.84%-356.0pp |
| Employer contribution / active EE | $8,213 | $5,478+49.9% | $4,821+70.3% | $4,755+72.7% |
| Participant deferral / active EE | $5,577 | $6,522-14.5% | $5,682-1.9% | $6,713-16.9% |
| Admin fee / account holder | $507 | $16,158-96.9% | $13,215-96.2% | $11,407-95.6% |