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 | $88,985 | $107,934-17.6% | $91,989-3.3% | $152,870-41.8% |
| Participation rate | 90.5% | 81.2%+9.3pp | 78.6%+11.8pp | 82.4%+8.0pp |
| Annual return | 25.15% | 89.25%-64.1pp | 69.02%-43.9pp | 345.34%-320.2pp |
| Employer contribution / active EE | $2,476 | $4,210-41.2% | $3,452-28.3% | $4,763-48.0% |
| Participant deferral / active EE | $3,674 | $6,364-42.3% | $5,923-38.0% | $5,850-37.2% |
| Admin fee / account holder | $507 | $10,520-95.2% | $7,743-93.5% | $11,597-95.6% |