Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $49,575 | $217,432-77.2% | $185,851-73.3% | $167,553-70.4% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 13.58% | 148.43%-134.9pp | 122.11%-108.5pp | 478.89%-465.3pp |
| Employer contribution / active EE | $5,503 | $5,874-6.3% | $5,168+6.5% | $4,840+13.7% |
| Participant deferral / active EE | $3,276 | $6,357-48.5% | $5,569-41.2% | $6,343-48.3% |
| Admin fee / account holder | $25,726 | $19,820+29.8% | $16,245+58.4% | $12,316+108.9% |