Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,167 | $166,131-61.4% | $164,975-61.1% | $145,877-56.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 12.62% | 100.37%-87.7pp | 70.12%-57.5pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,752 | $5,276-47.8% | $4,343-36.6% | $4,663-41.0% |
| Participant deferral / active EE | $8,701 | $6,962+25.0% | $6,033+44.2% | $6,691+30.0% |
| Admin fee / account holder | $392 | $16,648-97.6% | $12,688-96.9% | $13,402-97.1% |