Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,031 | $160,070-78.1% | $147,117-76.2% | $145,897-76.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 191.32% | 98.69%+92.6pp | 420.54%-229.2pp | 552.29%-361.0pp |
| Employer contribution / active EE | $2,087 | $5,285-60.5% | $4,932-57.7% | $4,663-55.2% |
| Participant deferral / active EE | $5,158 | $8,419-38.7% | $8,065-36.0% | $6,689-22.9% |
| Admin fee / account holder | $742 | $15,035-95.1% | $12,993-94.3% | $13,390-94.5% |