Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $74,640 | $150,346-50.4% | $120,524-38.1% | $145,877-48.8% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 11.56% | 154.40%-142.8pp | 107.36%-95.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,147 | $4,353-50.7% | $3,469-38.1% | $4,663-54.0% |
| Participant deferral / active EE | $2,673 | $6,172-56.7% | $4,994-46.5% | $6,691-60.0% |
| Admin fee / account holder | $1,478 | $12,215-87.9% | $9,440-84.3% | $13,402-89.0% |