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 | $64,313 | $81,696-21.3% | $70,494-8.8% | $158,982-59.5% |
| Participation rate | 77.8% | 77.7%0pp | 75.1%+2.7pp | 82.0%-4.2pp |
| Annual return | 10.22% | 208.70%-198.5pp | 109.16%-98.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $5,253 | $3,220+63.1% | $2,738+91.8% | $4,763+10.3% |
| Participant deferral / active EE | $4,849 | $4,558+6.4% | $3,711+30.7% | $5,983-19.0% |
| Admin fee / account holder | $3,190 | $6,200-48.6% | $3,848-17.1% | $11,252-71.7% |