Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $80,557 | $100,139-19.6% | $85,187-5.4% | $145,884-44.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.04% | 84.15%-70.1pp | 66.67%-52.6pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,399 | $3,238+5.0% | $2,732+24.4% | $4,662-27.1% |
| Participant deferral / active EE | $6,524 | $5,296+23.2% | $4,525+44.2% | $6,690-2.5% |
| Admin fee / account holder | $17,287 | $7,262+138.0% | $6,162+180.5% | $13,392+29.1% |