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 | $160,040-42.5% | $147,096-37.4% | $145,877-36.9% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.44% | 98.49%-87.1pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $3,346 | $5,289-36.7% | $4,936-32.2% | $4,663-28.2% |
| Participant deferral / active EE | $10,221 | $8,429+21.3% | $8,071+26.6% | $6,691+52.8% |
| Admin fee / account holder | $477 | $15,050-96.8% | $13,005-96.3% | $13,402-96.4% |