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 | $92,052 | $159,934-42.4% | $147,005-37.4% | $145,959-36.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.44% | 98.24%-86.8pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $3,346 | $5,287-36.7% | $4,934-32.2% | $4,661-28.2% |
| Participant deferral / active EE | $10,221 | $8,427+21.3% | $8,070+26.7% | $6,689+52.8% |
| Admin fee / account holder | $477 | $15,053-96.8% | $13,006-96.3% | $13,398-96.4% |