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 | $62,040 | $217,432-71.5% | $185,849-66.6% | $167,536-63.0% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 16.58% | 148.42%-131.8pp | 122.10%-105.5pp | 478.82%-462.2pp |
| Employer contribution / active EE | $4,064 | $5,875-30.8% | $5,169-21.4% | $4,839-16.0% |
| Participant deferral / active EE | $4,030 | $6,357-36.6% | $5,569-27.6% | $6,342-36.5% |
| Admin fee / account holder | $2,645 | $19,818-86.7% | $16,244-83.7% | $12,315-78.5% |