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 | $60,059 | $102,429-41.4% | $147,096-59.2% | $80,925-25.8% |
| Participation rate | 88.0% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 17.03% | 135.02%-118.0pp | 419.75%-402.7pp | 35.65%-18.6pp |
| Employer contribution / active EE | $4,091 | $3,716+10.1% | $4,936-17.1% | $2,756+48.4% |
| Participant deferral / active EE | $10,861 | $6,649+63.4% | $8,071+34.6% | $4,299+152.7% |
| Admin fee / account holder | $9,764 | $7,957+22.7% | $13,005-24.9% | $6,940+40.7% |