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 | $64,709 | $81,763-20.9% | $58,561+10.5% | $139,466-53.6% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 33.20% | 7427.77%-7394.6pp | 4251.33%-4218.1pp | 373.66%-340.5pp |
| Employer contribution / active EE | $2,057 | $1,398+47.1% | $1,053+95.3% | $4,754-56.7% |
| Participant deferral / active EE | $4,035 | $2,555+57.9% | $1,923+109.8% | $6,712-39.9% |
| Admin fee / account holder | $2,258 | $3,273-31.0% | $2,520-10.4% | $11,409-80.2% |