Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $69,187 | $101,618-31.9% | $93,063-25.7% | $137,256-49.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 70.72% | 223.95%-153.2pp | 34.15%+36.6pp | 220.34%-149.6pp |
| Employer contribution / active EE | $2,784 | $2,707+2.8% | $2,476+12.4% | $4,156-33.0% |
| Participant deferral / active EE | $8,597 | $4,279+100.9% | $3,958+117.2% | $6,407+34.2% |
| Admin fee / account holder | $13,117 | $6,198+111.6% | $6,033+117.4% | $12,270+6.9% |