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 | $25,324 | $160,040-84.2% | $147,096-82.8% | $145,877-82.6% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 11.21% | 98.49%-87.3pp | 419.75%-408.5pp | 551.28%-540.1pp |
| Employer contribution / active EE | $5,287 | $5,289-0.1% | $4,936+7.1% | $4,663+13.4% |
| Participant deferral / active EE | $5,190 | $8,429-38.4% | $8,071-35.7% | $6,691-22.4% |
| Admin fee / account holder | $4,010 | $15,050-73.4% | $13,005-69.2% | $13,402-70.1% |