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 | $76,446 | $57,352+33.3% | $83,830-8.8% | $64,173+19.1% |
| Participation rate | 95.5% | 68.6%+26.9pp | 76.1%+19.4pp | 69.6%+26.0pp |
| Annual return | 32.28% | 11.38%+20.9pp | 850.97%-818.7pp | 7.63%+24.6pp |
| Employer contribution / active EE | $1,703 | $2,546-33.1% | $3,631-53.1% | $2,381-28.5% |
| Participant deferral / active EE | $3,730 | $2,993+24.6% | $4,082-8.6% | $3,470+7.5% |
| Admin fee / account holder | $1,330 | $4,046-67.1% | $5,479-75.7% | $4,887-72.8% |