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 | $79,110 | $217,432-63.6% | $185,849-57.4% | $167,536-52.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 17.91% | 148.42%-130.5pp | 122.10%-104.2pp | 478.82%-460.9pp |
| Employer contribution / active EE | $10,152 | $5,875+72.8% | $5,169+96.4% | $4,839+109.8% |
| Participant deferral / active EE | $10,004 | $6,357+57.4% | $5,569+79.6% | $6,342+57.7% |
| Admin fee / account holder | $2,546 | $19,818-87.2% | $16,244-84.3% | $12,315-79.3% |