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 | $75,550 | $106,247-28.9% | $96,515-21.7% | $139,466-45.8% |
| Participation rate | 91.3% | 77.8%+13.5pp | 74.3%+17.0pp | 80.3%+11.0pp |
| Annual return | 11.66% | 38.47%-26.8pp | 35.73%-24.1pp | 373.66%-362.0pp |
| Employer contribution / active EE | $8,654 | $4,106+110.8% | $3,740+131.4% | $4,754+82.0% |
| Participant deferral / active EE | $6,898 | $5,456+26.4% | $4,880+41.4% | $6,712+2.8% |
| Admin fee / account holder | $9,919 | $7,885+25.8% | $6,735+47.3% | $11,409-13.1% |