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 | $58,407 | $217,432-73.1% | $185,849-68.6% | $167,536-65.1% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 16.55% | 148.42%-131.9pp | 122.10%-105.5pp | 478.82%-462.3pp |
| Employer contribution / active EE | $5,582 | $5,875-5.0% | $5,169+8.0% | $4,839+15.4% |
| Participant deferral / active EE | $4,860 | $6,357-23.6% | $5,569-12.7% | $6,342-23.4% |
| Admin fee / account holder | $376 | $19,818-98.1% | $16,244-97.7% | $12,315-96.9% |