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 | $59,572 | $49,976+19.2% | $66,674-10.7% | $82,637-27.9% |
| Participation rate | 96.6% | 63.1%+33.5pp | 73.7%+22.9pp | 68.1%+28.5pp |
| Annual return | 14.92% | 39.09%-24.2pp | 321.24%-306.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $3,822 | $1,988+92.2% | $2,620+45.9% | $2,552+49.7% |
| Participant deferral / active EE | $4,111 | $2,847+44.4% | $4,084+0.7% | $4,126-0.4% |
| Admin fee / account holder | $380 | $4,594-91.7% | $5,098-92.5% | $7,339-94.8% |