Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $82,315 | $152,612-46.1% | $125,192-34.2% | $152,897-46.2% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 20.43% | 54.85%-34.4pp | 43.79%-23.4pp | 345.43%-325.0pp |
| Employer contribution / active EE | $7,461 | $4,947+50.8% | $3,866+93.0% | $4,764+56.6% |
| Participant deferral / active EE | $6,550 | $5,868+11.6% | $4,937+32.7% | $5,851+12.0% |
| Admin fee / account holder | $1,162 | $13,437-91.4% | $9,704-88.0% | $11,599-90.0% |