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 | $89,328 | $167,030-46.5% | $135,768-34.2% | $155,188-42.4% |
| Participation rate | 92.9% | 76.2%+16.7pp | 71.1%+21.8pp | 80.8%+12.1pp |
| Annual return | 12.83% | 678.39%-665.6pp | 526.10%-513.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $3,539 | $4,132-14.4% | $3,394+4.3% | $4,248-16.7% |
| Participant deferral / active EE | $6,962 | $4,528+53.8% | $3,977+75.0% | $6,531+6.6% |
| Admin fee / account holder | $2,742 | $8,172-66.4% | $7,048-61.1% | $14,480-81.1% |