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 | $81,941 | $132,634-38.2% | $115,768-29.2% | $137,256-40.3% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.4%+20.1pp | 80.0%+14.5pp |
| Annual return | 15.48% | 160.70%-145.2pp | 100.46%-85.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $10,219 | $3,360+204.2% | $2,940+247.6% | $4,156+145.9% |
| Participant deferral / active EE | $7,414 | $5,619+31.9% | $4,917+50.8% | $6,407+15.7% |
| Admin fee / account holder | $12,808 | $15,028-14.8% | $12,439+3.0% | $12,270+4.4% |