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 | $76,403 | $169,237-54.9% | $129,339-40.9% | $145,978-47.7% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 19.10% | 14364.43%-14345.3pp | 9437.05%-9417.9pp | 550.52%-531.4pp |
| Employer contribution / active EE | $2,769 | $5,540-50.0% | $4,154-33.3% | $4,662-40.6% |
| Participant deferral / active EE | $6,448 | $4,991+29.2% | $4,170+54.6% | $6,690-3.6% |
| Admin fee / account holder | $5,511 | $9,882-44.2% | $7,668-28.1% | $13,400-58.9% |