Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,153 | $208,088-61.0% | $186,193-56.4% | $154,746-47.6% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.1%+14.6pp | 80.7%+11.0pp |
| Annual return | 11.51% | 89.97%-78.5pp | 78.03%-66.5pp | 172.34%-160.8pp |
| Employer contribution / active EE | $2,545 | $4,340-41.4% | $3,918-35.1% | $4,379-41.9% |
| Participant deferral / active EE | $6,984 | $7,078-1.3% | $6,513+7.2% | $6,730+3.8% |
| Admin fee / account holder | $1,706 | $11,698-85.4% | $11,058-84.6% | $14,365-88.1% |