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 | $65,261 | $58,311+11.9% | $81,882-20.3% | $80,959-19.4% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 11.31% | 41.85%-30.5pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,620 | $2,347+54.3% | $2,916+24.2% | $2,757+31.3% |
| Participant deferral / active EE | $9,646 | $3,287+193.5% | $4,323+123.1% | $4,300+124.3% |
| Admin fee / account holder | $5,176 | $4,752+8.9% | $7,360-29.7% | $6,925-25.3% |