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 | $80,138 | $103,038-22.2% | $90,324-11.3% | $152,909-47.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 23.72% | 95.25%-71.5pp | 78.15%-54.4pp | 345.46%-321.7pp |
| Employer contribution / active EE | $3,304 | $3,141+5.2% | $2,856+15.7% | $4,764-30.6% |
| Participant deferral / active EE | $4,880 | $4,282+14.0% | $3,885+25.6% | $5,851-16.6% |
| Admin fee / account holder | $7,036 | $6,177+13.9% | $5,356+31.4% | $11,601-39.3% |