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 | $71,436 | $58,241+22.7% | $81,780-12.6% | $80,911-11.7% |
| Participation rate | 92.2% | 63.4%+28.7pp | 72.4%+19.8pp | 67.6%+24.5pp |
| Annual return | 14.31% | 41.73%-27.4pp | 776.27%-762.0pp | 35.63%-21.3pp |
| Employer contribution / active EE | $4,222 | $2,343+80.2% | $2,914+44.9% | $2,756+53.2% |
| Participant deferral / active EE | $4,828 | $3,283+47.1% | $4,321+11.7% | $4,297+12.3% |
| Admin fee / account holder | $4,696 | $4,973-5.6% | $7,384-36.4% | $6,935-32.3% |