Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $74,099 | $102,385-27.6% | $147,080-49.6% | $80,935-8.4% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 17.80% | 135.09%-117.3pp | 420.17%-402.4pp | 35.66%-17.9pp |
| Employer contribution / active EE | $3,402 | $3,717-8.5% | $4,933-31.0% | $2,757+23.4% |
| Participant deferral / active EE | $6,296 | $6,651-5.3% | $8,066-21.9% | $4,299+46.4% |
| Admin fee / account holder | $2,000 | $7,951-74.8% | $12,989-84.6% | $6,924-71.1% |