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 | $87,690 | $111,785-21.6% | $93,669-6.4% | $145,877-39.9% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.0pp |
| Annual return | 10.54% | 203.79%-193.2pp | 133.59%-123.1pp | 551.28%-540.7pp |
| Employer contribution / active EE | $6,228 | $3,096+101.2% | $2,424+157.0% | $4,663+33.6% |
| Participant deferral / active EE | $3,439 | $4,919-30.1% | $4,416-22.1% | $6,691-48.6% |
| Admin fee / account holder | $6,656 | $10,256-35.1% | $8,291-19.7% | $13,402-50.3% |