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 | $78,040 | $51,638+51.1% | $68,368+14.1% | $82,448-5.3% |
| Participation rate | 96.2% | 63.6%+32.6pp | 73.8%+22.5pp | 68.1%+28.1pp |
| Annual return | 15.40% | 37.53%-22.1pp | 292.57%-277.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,566 | $2,047-23.5% | $2,649-40.9% | $2,551-38.6% |
| Participant deferral / active EE | $3,032 | $2,914+4.1% | $4,123-26.4% | $4,139-26.7% |
| Admin fee / account holder | $5,602 | $4,643+20.7% | $5,150+8.8% | $7,234-22.6% |