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 | $82,374 | $166,131-50.4% | $164,975-50.1% | $145,877-43.5% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.6%+14.2pp | 80.3%+12.6pp |
| Annual return | 15.22% | 100.37%-85.1pp | 70.12%-54.9pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,598 | $5,276-50.8% | $4,343-40.2% | $4,663-44.3% |
| Participant deferral / active EE | $8,466 | $6,962+21.6% | $6,033+40.3% | $6,691+26.5% |
| Admin fee / account holder | $1,965 | $16,648-88.2% | $12,688-84.5% | $13,402-85.3% |