Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,399 | $160,070-69.8% | $147,117-67.1% | $145,897-66.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.43% | 98.69%-86.3pp | 420.54%-408.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $8,398 | $5,285+58.9% | $4,932+70.3% | $4,663+80.1% |
| Participant deferral / active EE | $17,338 | $8,419+105.9% | $8,065+115.0% | $6,689+159.2% |
| Admin fee / account holder | $15,427 | $15,035+2.6% | $12,993+18.7% | $13,390+15.2% |