Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $111,305 | $183,592-39.4% | $155,574-28.5% | $145,877-23.7% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 10.51% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $9,449 | $5,317+77.7% | $4,676+102.1% | $4,663+102.6% |
| Participant deferral / active EE | $3,795 | $6,466-41.3% | $5,629-32.6% | $6,691-43.3% |
| Admin fee / account holder | $376 | $19,316-98.1% | $15,914-97.6% | $13,402-97.2% |