Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $77,851 | $160,070-51.4% | $147,117-47.1% | $145,897-46.6% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.6pp | 80.3%+15.5pp |
| Annual return | 11.70% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $5,821 | $5,285+10.2% | $4,932+18.0% | $4,663+24.9% |
| Participant deferral / active EE | $10,766 | $8,419+27.9% | $8,065+33.5% | $6,689+60.9% |
| Admin fee / account holder | $1,401 | $15,035-90.7% | $12,993-89.2% | $13,390-89.5% |