Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,190 | $110,039-43.5% | $97,260-36.1% | $145,884-57.4% |
| Participation rate | 78.6% | 75.9%+2.7pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 14.98% | 244.44%-229.5pp | 75.54%-60.6pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,511 | $3,074-50.9% | $2,721-44.5% | $4,662-67.6% |
| Participant deferral / active EE | $5,383 | $4,674+15.2% | $4,262+26.3% | $6,690-19.5% |
| Admin fee / account holder | $8,752 | $6,204+41.1% | $5,640+55.2% | $13,392-34.6% |