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 | $67,966 | $77,638-12.5% | $156,551-56.6% | $62,881+8.1% |
| Participation rate | 96.8% | 71.2%+25.6pp | 84.0%+12.8pp | 69.3%+27.5pp |
| Annual return | 4.88% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $6,613 | $3,444+92.0% | $5,501+20.2% | $2,281+189.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,784 | $5,561-32.0% | $13,028-71.0% | $4,296-11.9% |