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 | $83,435 | $160,070-47.9% | $147,117-43.3% | $145,897-42.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 9.91% | 98.69%-88.8pp | 420.54%-410.6pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,747 | $5,285-48.0% | $4,932-44.3% | $4,663-41.1% |
| Participant deferral / active EE | $5,367 | $8,419-36.3% | $8,065-33.5% | $6,689-19.8% |
| Admin fee / account holder | $541 | $15,035-96.4% | $12,993-95.8% | $13,390-96.0% |