Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,648 | $125,184-46.0% | $105,607-35.9% | $145,884-53.6% |
| Participation rate | 91.3% | 77.6%+13.7pp | 75.3%+16.0pp | 80.3%+11.0pp |
| Annual return | 14.09% | 225.00%-210.9pp | 116.11%-102.0pp | 551.85%-537.8pp |
| Employer contribution / active EE | $7,345 | $3,720+97.4% | $3,167+131.9% | $4,662+57.5% |
| Participant deferral / active EE | $12,450 | $5,714+117.9% | $5,011+148.5% | $6,690+86.1% |
| Admin fee / account holder | $8,634 | $17,133-49.6% | $10,958-21.2% | $13,392-35.5% |