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 | $80,574 | $166,242-51.5% | $165,071-51.2% | $145,884-44.8% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.6%+8.0pp | 80.3%+6.4pp |
| Annual return | 14.06% | 100.44%-86.4pp | 70.17%-56.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,921 | $5,283-25.8% | $4,347-9.8% | $4,662-15.9% |
| Participant deferral / active EE | $9,374 | $6,964+34.6% | $6,035+55.3% | $6,690+40.1% |
| Admin fee / account holder | $3,473 | $16,658-79.2% | $12,695-72.6% | $13,392-74.1% |