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 | $60,488 | $209,425-71.1% | $178,499-66.1% | $158,966-61.9% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.89% | 188.80%-170.9pp | 151.10%-133.2pp | 302.95%-285.1pp |
| Employer contribution / active EE | $1,838 | $5,707-67.8% | $5,011-63.3% | $4,762-61.4% |
| Participant deferral / active EE | $4,110 | $5,955-31.0% | $5,202-21.0% | $5,983-31.3% |
| Admin fee / account holder | $445 | $17,078-97.4% | $13,986-96.8% | $11,250-96.0% |