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 | $80,803 | $58,275+38.7% | $81,844-1.3% | $80,935-0.2% |
| Participation rate | 80.6% | 63.5%+17.2pp | 72.4%+8.3pp | 67.7%+13.0pp |
| Annual return | 12.68% | 41.82%-29.1pp | 778.87%-766.2pp | 35.66%-23.0pp |
| Employer contribution / active EE | $2,566 | $2,346+9.4% | $2,916-12.0% | $2,757-6.9% |
| Participant deferral / active EE | $6,551 | $3,285+99.4% | $4,323+51.5% | $4,299+52.4% |
| Admin fee / account holder | $41,663 | $4,749+777.4% | $7,355+466.4% | $6,924+501.7% |