Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $80,356 | $112,915-28.8% | $90,965-11.7% | $158,950-49.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 22.33% | 215.75%-193.4pp | 134.57%-112.2pp | 302.91%-280.6pp |
| Employer contribution / active EE | $2,638 | $2,894-8.9% | $2,122+24.3% | $4,762-44.6% |
| Participant deferral / active EE | $8,172 | $4,128+98.0% | $3,373+142.3% | $5,983+36.6% |
| Admin fee / account holder | $9,432 | $8,044+17.3% | $5,960+58.3% | $11,248-16.2% |