Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,954 | $160,028-71.3% | $147,080-68.8% | $145,884-68.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 65.09% | 98.60%-33.5pp | 420.17%-355.1pp | 551.85%-486.8pp |
| Employer contribution / active EE | $2,803 | $5,286-47.0% | $4,933-43.2% | $4,662-39.9% |
| Participant deferral / active EE | $6,490 | $8,422-22.9% | $8,066-19.5% | $6,690-3.0% |
| Admin fee / account holder | $2,586 | $15,030-82.8% | $12,989-80.1% | $13,392-80.7% |