Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $56,204 | $111,785-49.7% | $93,669-40.0% | $145,877-61.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 11.76% | 203.79%-192.0pp | 133.59%-121.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,319 | $3,096-25.1% | $2,424-4.3% | $4,663-50.3% |
| Participant deferral / active EE | $3,955 | $4,919-19.6% | $4,416-10.4% | $6,691-40.9% |
| Admin fee / account holder | $1,013 | $10,256-90.1% | $8,291-87.8% | $13,402-92.4% |