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 | $77,317 | $160,028-51.7% | $147,080-47.4% | $145,884-47.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.31% | 98.60%-83.3pp | 420.17%-404.9pp | 551.85%-536.5pp |
| Employer contribution / active EE | $4,469 | $5,286-15.4% | $4,933-9.4% | $4,662-4.1% |
| Participant deferral / active EE | $10,468 | $8,422+24.3% | $8,066+29.8% | $6,690+56.5% |
| Admin fee / account holder | $1,927 | $15,030-87.2% | $12,989-85.2% | $13,392-85.6% |