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 | $73,880 | $91,536-19.3% | $130,062-43.2% | $75,177-1.7% |
| Participation rate | 88.6% | 71.5%+17.1pp | 78.5%+10.1pp | 67.2%+21.4pp |
| Annual return | 20.51% | -631.62%+652.1pp | -137.37%+157.9pp | 160.75%-140.2pp |
| Employer contribution / active EE | $4,477 | $2,845+57.4% | $4,322+3.6% | $2,671+67.6% |
| Participant deferral / active EE | $8,837 | $4,343+103.5% | $5,821+51.8% | $4,126+114.2% |
| Admin fee / account holder | $8,842 | $6,780+30.4% | $10,601-16.6% | $5,651+56.5% |