Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $63,163 | $175,231-64.0% | $149,696-57.8% | $139,466-54.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 70.44% | 166.77%-96.3pp | 134.46%-64.0pp | 373.66%-303.2pp |
| Employer contribution / active EE | $3,968 | $5,478-27.6% | $4,821-17.7% | $4,754-16.5% |
| Participant deferral / active EE | $12,934 | $6,521+98.3% | $5,682+127.6% | $6,712+92.7% |
| Admin fee / account holder | $857 | $16,155-94.7% | $13,212-93.5% | $11,409-92.5% |