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 | $65,296 | $176,105-62.9% | $159,474-59.1% | $167,536-61.0% |
| Participation rate | 81.0% | 85.0%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 13.53% | 331.91%-318.4pp | 263.68%-250.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $3,258 | $5,299-38.5% | $4,831-32.6% | $4,839-32.7% |
| Participant deferral / active EE | $5,776 | $7,751-25.5% | $7,353-21.4% | $6,342-8.9% |
| Admin fee / account holder | $1,535 | $12,559-87.8% | $10,802-85.8% | $12,315-87.5% |