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 | $84,110 | $171,492-51.0% | $150,734-44.2% | $198,609-57.7% |
| Participation rate | 91.7% | 81.4%+10.3pp | 78.4%+13.2pp | 82.4%+9.3pp |
| Annual return | 14.16% | 804.70%-790.5pp | 600.81%-586.6pp | 202.70%-188.5pp |
| Employer contribution / active EE | $2,158 | $5,470-60.6% | $4,918-56.1% | $5,055-57.3% |
| Participant deferral / active EE | $2,580 | $6,259-58.8% | $5,610-54.0% | $6,977-63.0% |
| Admin fee / account holder | $685 | $17,628-96.1% | $14,905-95.4% | $19,030-96.4% |