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 | $58,761 | $89,259-34.2% | $107,187-45.2% | $82,637-28.9% |
| Participation rate | 98.6% | 67.9%+30.7pp | 75.0%+23.6pp | 68.1%+30.6pp |
| Annual return | 16.66% | 21.02%-4.4pp | 204.55%-187.9pp | 53.51%-36.8pp |
| Employer contribution / active EE | $4,936 | $3,080+60.2% | $3,782+30.5% | $2,552+93.4% |
| Participant deferral / active EE | $4,147 | $4,037+2.7% | $5,096-18.6% | $4,126+0.5% |
| Admin fee / account holder | $4,265 | $7,381-42.2% | $9,162-53.5% | $7,339-41.9% |