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 | $76,121 | $107,368-29.1% | $92,915-18.1% | $152,909-50.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 22.79% | 145.64%-122.8pp | 109.45%-86.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $8,145 | $4,222+92.9% | $3,653+122.9% | $4,764+71.0% |
| Participant deferral / active EE | $4,406 | $4,848-9.1% | $4,238+4.0% | $5,851-24.7% |
| Admin fee / account holder | $17,586 | $7,082+148.3% | $5,796+203.4% | $11,601+51.6% |