Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,761 | $160,040-60.8% | $147,096-57.3% | $145,877-57.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.72% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,682 | $5,289-30.4% | $4,936-25.4% | $4,663-21.0% |
| Participant deferral / active EE | $8,085 | $8,429-4.1% | $8,071+0.2% | $6,691+20.8% |
| Admin fee / account holder | $350 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |