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 | $82,366 | $159,934-48.5% | $147,005-44.0% | $145,959-43.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 15.49% | 98.24%-82.8pp | 418.76%-403.3pp | 561.95%-546.5pp |
| Employer contribution / active EE | $5,307 | $5,287+0.4% | $4,934+7.6% | $4,661+13.9% |
| Participant deferral / active EE | $9,952 | $8,427+18.1% | $8,070+23.3% | $6,689+48.8% |
| Admin fee / account holder | $204,714 | $15,053+1259.9% | $13,006+1474.0% | $13,398+1428.0% |