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 | $82,643 | $166,268-50.3% | $165,100-49.9% | $145,897-43.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 10.42% | 100.52%-90.1pp | 70.21%-59.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,370 | $5,284-55.1% | $4,348-45.5% | $4,663-49.2% |
| Participant deferral / active EE | $4,131 | $6,964-40.7% | $6,035-31.6% | $6,689-38.2% |
| Admin fee / account holder | $397 | $16,659-97.6% | $12,696-96.9% | $13,390-97.0% |