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 | $83,566 | $183,592-54.5% | $155,574-46.3% | $145,877-42.7% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 10.48% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $4,629 | $5,317-12.9% | $4,676-1.0% | $4,663-0.7% |
| Participant deferral / active EE | $8,258 | $6,466+27.7% | $5,629+46.7% | $6,691+23.4% |
| Admin fee / account holder | $2,178 | $19,316-88.7% | $15,914-86.3% | $13,402-83.7% |