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 | $53,854 | $159,934-66.3% | $147,005-63.4% | $145,959-63.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.94% | 98.24%-84.3pp | 418.76%-404.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,641 | $5,287-69.0% | $4,934-66.7% | $4,661-64.8% |
| Participant deferral / active EE | $10,405 | $8,427+23.5% | $8,070+28.9% | $6,689+55.6% |
| Admin fee / account holder | $788 | $15,053-94.8% | $13,006-93.9% | $13,398-94.1% |