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 | $75,796 | $160,028-52.6% | $147,080-48.5% | $145,884-48.0% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 14.70% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $4,240 | $5,286-19.8% | $4,933-14.1% | $4,662-9.1% |
| Participant deferral / active EE | $8,185 | $8,422-2.8% | $8,066+1.5% | $6,690+22.3% |
| Admin fee / account holder | $597 | $15,030-96.0% | $12,989-95.4% | $13,392-95.5% |