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 | $69,991 | $89,259-21.6% | $107,187-34.7% | $82,637-15.3% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 17.15% | 21.02%-3.9pp | 204.55%-187.4pp | 53.51%-36.4pp |
| Employer contribution / active EE | $26,172 | $3,080+749.8% | $3,782+592.0% | $2,552+925.5% |
| Participant deferral / active EE | $2,534 | $4,037-37.2% | $5,096-50.3% | $4,126-38.6% |
| Admin fee / account holder | $24,861 | $7,381+236.8% | $9,162+171.3% | $7,339+238.8% |