Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $79,172 | $183,592-56.9% | $155,574-49.1% | $145,877-45.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.01% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,649 | $5,317-50.2% | $4,676-43.3% | $4,663-43.2% |
| Participant deferral / active EE | $5,274 | $6,466-18.4% | $5,629-6.3% | $6,691-21.2% |
| Admin fee / account holder | $4,876 | $19,316-74.8% | $15,914-69.4% | $13,402-63.6% |