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 | $57,361 | $102,429-44.0% | $147,096-61.0% | $80,925-29.1% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 13.37% | 135.02%-121.6pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $4,351 | $3,716+17.1% | $4,936-11.9% | $2,756+57.9% |
| Participant deferral / active EE | $8,661 | $6,649+30.3% | $8,071+7.3% | $4,299+101.5% |
| Admin fee / account holder | $6,517 | $7,957-18.1% | $13,005-49.9% | $6,940-6.1% |