Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,161 | $183,592-73.8% | $155,567-69.0% | $145,959-67.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 10.33% | 61.24%-50.9pp | 64.74%-54.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $4,317 | $5,315-18.8% | $4,674-7.6% | $4,661-7.4% |
| Participant deferral / active EE | $4,317 | $6,464-33.2% | $5,628-23.3% | $6,689-35.5% |
| Admin fee / account holder | $676 | $19,318-96.5% | $15,916-95.8% | $13,398-95.0% |