Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $72,683 | $107,941-32.7% | $91,994-21.0% | $152,909-52.5% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.5%+11.3pp |
| Annual return | 24.66% | 89.28%-64.6pp | 69.04%-44.4pp | 345.46%-320.8pp |
| Employer contribution / active EE | $3,407 | $4,212-19.1% | $3,453-1.3% | $4,764-28.5% |
| Participant deferral / active EE | $10,544 | $6,366+65.6% | $5,924+78.0% | $5,851+80.2% |
| Admin fee / account holder | $7,823 | $10,521-25.6% | $7,744+1.0% | $11,601-32.6% |