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 | $30,883 | $112,915-72.6% | $90,965-66.0% | $158,950-80.6% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 15.94% | 215.75%-199.8pp | 134.57%-118.6pp | 302.91%-287.0pp |
| Employer contribution / active EE | $3,004 | $2,894+3.8% | $2,122+41.5% | $4,762-36.9% |
| Participant deferral / active EE | $6,640 | $4,128+60.9% | $3,373+96.9% | $5,983+11.0% |
| Admin fee / account holder | $1,081 | $8,044-86.6% | $5,960-81.9% | $11,248-90.4% |