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 | $56,436 | $61,125-7.7% | $94,057-40.0% | $87,485-35.5% |
| Participation rate | 82.4% | 64.1%+18.4pp | 73.3%+9.1pp | 68.9%+13.5pp |
| Annual return | 16.17% | 35.20%-19.0pp | 480.62%-464.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $7,713 | $2,136+261.0% | $2,933+163.0% | $2,596+197.1% |
| Participant deferral / active EE | $3,833 | $3,260+17.6% | $4,709-18.6% | $4,274-10.3% |
| Admin fee / account holder | $2,602 | $5,629-53.8% | $7,244-64.1% | $7,775-66.5% |