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 | $60,162 | $159,978-62.4% | $147,041-59.1% | $145,978-58.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 11.51% | 98.36%-86.9pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,454 | $5,288-34.7% | $4,935-30.0% | $4,662-25.9% |
| Participant deferral / active EE | $7,237 | $8,429-14.1% | $8,071-10.3% | $6,690+8.2% |
| Admin fee / account holder | $2,675 | $15,053-82.2% | $13,006-79.4% | $13,400-80.0% |