Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $78,418 | $160,070-51.0% | $147,117-46.7% | $145,897-46.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 10.85% | 98.69%-87.8pp | 420.54%-409.7pp | 552.29%-541.4pp |
| Employer contribution / active EE | $4,269 | $5,285-19.2% | $4,932-13.4% | $4,663-8.4% |
| Participant deferral / active EE | $9,497 | $8,419+12.8% | $8,065+17.8% | $6,689+42.0% |
| Admin fee / account holder | $19,823 | $15,035+31.8% | $12,993+52.6% | $13,390+48.0% |