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 | $84,111 | $166,131-49.4% | $164,975-49.0% | $145,877-42.3% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 13.84% | 100.37%-86.5pp | 70.12%-56.3pp | 551.28%-537.4pp |
| Employer contribution / active EE | $12,281 | $5,276+132.8% | $4,343+182.8% | $4,663+163.4% |
| Participant deferral / active EE | $6,625 | $6,962-4.8% | $6,033+9.8% | $6,691-1.0% |
| Admin fee / account holder | $1,431 | $16,648-91.4% | $12,688-88.7% | $13,402-89.3% |