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 | $77,494 | $100,073-22.6% | $85,126-9.0% | $145,877-46.9% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 9.12% | 84.11%-75.0pp | 66.63%-57.5pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,637 | $3,236-18.5% | $2,731-3.5% | $4,663-43.4% |
| Participant deferral / active EE | $4,405 | $5,294-16.8% | $4,523-2.6% | $6,691-34.2% |
| Admin fee / account holder | $49,188 | $7,261+577.4% | $6,160+698.5% | $13,402+267.0% |