Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $88,472 | $175,259-49.5% | $149,723-40.9% | $139,487-36.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 12.84% | 166.82%-154.0pp | 134.50%-121.7pp | 373.84%-361.0pp |
| Employer contribution / active EE | $2,590 | $5,478-52.7% | $4,821-46.3% | $4,755-45.5% |
| Participant deferral / active EE | $8,760 | $6,522+34.3% | $5,682+54.2% | $6,713+30.5% |
| Admin fee / account holder | $10,908 | $16,158-32.5% | $13,215-17.5% | $11,407-4.4% |