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 | $65,858 | $90,691-27.4% | $76,119-13.5% | $145,884-54.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 11.32% | 624.52%-613.2pp | 361.25%-349.9pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,155 | $3,329-35.3% | $2,693-20.0% | $4,662-53.8% |
| Participant deferral / active EE | $2,518 | $5,167-51.3% | $4,259-40.9% | $6,690-62.4% |
| Admin fee / account holder | $382 | $8,383-95.4% | $6,421-94.1% | $13,392-97.1% |