Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $73,589 | $183,539-59.9% | $155,556-52.7% | $145,897-49.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 38.11% | 61.31%-23.2pp | 64.84%-26.7pp | 552.29%-514.2pp |
| Employer contribution / active EE | $3,013 | $5,315-43.3% | $4,675-35.6% | $4,663-35.4% |
| Participant deferral / active EE | $10,399 | $6,467+60.8% | $5,631+84.7% | $6,689+55.5% |
| Admin fee / account holder | $1,013 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |