Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,311 | $125,190-47.0% | $105,624-37.2% | $145,897-54.5% |
| Participation rate | 77.8% | 77.6%+0.1pp | 75.3%+2.5pp | 80.3%-2.5pp |
| Annual return | 15.67% | 225.22%-209.6pp | 116.20%-100.5pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,222 | $3,720-40.3% | $3,168-29.8% | $4,663-52.3% |
| Participant deferral / active EE | $6,607 | $5,716+15.6% | $5,013+31.8% | $6,689-1.2% |
| Admin fee / account holder | $10,878 | $17,138-36.5% | $10,961-0.8% | $13,390-18.8% |