Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $118,801 | $183,592-35.3% | $155,567-23.6% | $145,959-18.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 8.89% | 61.24%-52.4pp | 64.74%-55.9pp | 561.95%-553.1pp |
| Employer contribution / active EE | $3,600 | $5,315-32.3% | $4,674-23.0% | $4,661-22.8% |
| Participant deferral / active EE | $8,216 | $6,464+27.1% | $5,628+46.0% | $6,689+22.8% |
| Admin fee / account holder | $55,830 | $19,318+189.0% | $15,916+250.8% | $13,398+316.7% |