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 | $69,207 | $102,429-32.4% | $147,096-53.0% | $80,925-14.5% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 19.52% | 135.02%-115.5pp | 419.75%-400.2pp | 35.65%-16.1pp |
| Employer contribution / active EE | $3,527 | $3,716-5.1% | $4,936-28.5% | $2,756+28.0% |
| Participant deferral / active EE | $7,016 | $6,649+5.5% | $8,071-13.1% | $4,299+63.2% |
| Admin fee / account holder | $1,467 | $7,957-81.6% | $13,005-88.7% | $6,940-78.9% |