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 | $76,806 | $166,268-53.8% | $165,100-53.5% | $145,897-47.4% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 12.81% | 100.52%-87.7pp | 70.21%-57.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,566 | $5,284-51.4% | $4,348-41.0% | $4,663-45.0% |
| Participant deferral / active EE | $6,797 | $6,964-2.4% | $6,035+12.6% | $6,689+1.6% |
| Admin fee / account holder | $9,742 | $16,659-41.5% | $12,696-23.3% | $13,390-27.2% |