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 | $80,276 | $150,435-46.6% | $120,580-33.4% | $145,897-45.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 72.0%+18.0pp | 80.3%+9.7pp |
| Annual return | 12.78% | 154.60%-141.8pp | 107.48%-94.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $3,804 | $4,352-12.6% | $3,469+9.7% | $4,663-18.4% |
| Participant deferral / active EE | $3,614 | $6,174-41.5% | $4,995-27.7% | $6,689-46.0% |
| Admin fee / account holder | $14,289 | $12,182+17.3% | $9,418+51.7% | $13,390+6.7% |