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 | $78,910 | $159,978-50.7% | $147,041-46.3% | $145,978-45.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.70% | 98.36%-83.7pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,906 | $5,288-64.0% | $4,935-61.4% | $4,662-59.1% |
| Participant deferral / active EE | $5,995 | $8,429-28.9% | $8,071-25.7% | $6,690-10.4% |
| Admin fee / account holder | $43,124 | $15,053+186.5% | $13,006+231.6% | $13,400+221.8% |