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 | $86,717 | $183,539-52.8% | $155,556-44.3% | $145,897-40.6% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 13.93% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $4,082 | $5,315-23.2% | $4,675-12.7% | $4,663-12.5% |
| Participant deferral / active EE | $9,285 | $6,467+43.6% | $5,631+64.9% | $6,689+38.8% |
| Admin fee / account holder | $7,858 | $19,275-59.2% | $15,885-50.5% | $13,390-41.3% |