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 | $88,402 | $175,259-49.6% | $149,723-41.0% | $139,487-36.6% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 15.27% | 166.82%-151.6pp | 134.50%-119.2pp | 373.84%-358.6pp |
| Employer contribution / active EE | $6,725 | $5,478+22.8% | $4,821+39.5% | $4,755+41.4% |
| Participant deferral / active EE | $6,645 | $6,522+1.9% | $5,682+16.9% | $6,713-1.0% |
| Admin fee / account holder | $11,884 | $16,158-26.5% | $13,215-10.1% | $11,407+4.2% |