Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $46,316 | $106,003-56.3% | $92,236-49.8% | $147,585-68.6% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 13.39% | 50.05%-36.7pp | 176.29%-162.9pp | 578.57%-565.2pp |
| Employer contribution / active EE | $2,970 | $4,333-31.5% | $3,679-19.3% | $4,876-39.1% |
| Participant deferral / active EE | $5,351 | $4,478+19.5% | $3,897+37.3% | $5,439-1.6% |
| Admin fee / account holder | $4,912 | $6,333-22.4% | $5,194-5.4% | $10,885-54.9% |