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 | $74,603 | $100,060-25.4% | $149,721-50.2% | $70,126+6.4% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.1%+10.9pp | 69.5%+28.5pp |
| Annual return | 17.90% | 27.46%-9.6pp | 1501.67%-1483.8pp | 73.15%-55.2pp |
| Employer contribution / active EE | $5,942 | $3,661+62.3% | $5,444+9.1% | $2,343+153.7% |
| Participant deferral / active EE | $13,917 | $4,982+179.3% | $6,568+111.9% | $3,332+317.7% |
| Admin fee / account holder | $8,249 | $8,285-0.4% | $11,282-26.9% | $4,645+77.6% |