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 | $113,141 | $183,592-38.4% | $155,574-27.3% | $145,877-22.4% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 16.21% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,823 | $5,317-46.9% | $4,676-39.6% | $4,663-39.5% |
| Participant deferral / active EE | $8,394 | $6,466+29.8% | $5,629+49.1% | $6,691+25.5% |
| Admin fee / account holder | $723 | $19,316-96.3% | $15,914-95.5% | $13,402-94.6% |