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 | $84,113 | $183,516-54.2% | $155,534-45.9% | $145,884-42.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 17.99% | 61.43%-43.4pp | 64.92%-46.9pp | 551.85%-533.9pp |
| Employer contribution / active EE | $9,909 | $5,315+86.5% | $4,675+112.0% | $4,662+112.5% |
| Participant deferral / active EE | $6,737 | $6,467+4.2% | $5,630+19.7% | $6,690+0.7% |
| Admin fee / account holder | $2,005 | $19,293-89.6% | $15,900-87.4% | $13,392-85.0% |