Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $84,300 | $160,070-47.3% | $147,117-42.7% | $145,897-42.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 20.40% | 98.69%-78.3pp | 420.54%-400.1pp | 552.29%-531.9pp |
| Employer contribution / active EE | $3,446 | $5,285-34.8% | $4,932-30.1% | $4,663-26.1% |
| Participant deferral / active EE | $11,797 | $8,419+40.1% | $8,065+46.3% | $6,689+76.4% |
| Admin fee / account holder | $352 | $15,035-97.7% | $12,993-97.3% | $13,390-97.4% |