Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $93,743 | $166,268-43.6% | $165,100-43.2% | $145,897-35.7% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.6%+13.0pp | 80.3%+11.4pp |
| Annual return | 15.27% | 100.52%-85.3pp | 70.21%-54.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $5,346 | $5,284+1.2% | $4,348+22.9% | $4,663+14.6% |
| Participant deferral / active EE | $9,866 | $6,964+41.7% | $6,035+63.5% | $6,689+47.5% |
| Admin fee / account holder | $13,160 | $16,659-21.0% | $12,696+3.7% | $13,390-1.7% |