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 | $77,964 | $125,190-37.7% | $105,624-26.2% | $145,897-46.6% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 15.14% | 225.22%-210.1pp | 116.20%-101.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,255 | $3,720-66.3% | $3,168-60.4% | $4,663-73.1% |
| Participant deferral / active EE | $3,623 | $5,716-36.6% | $5,013-27.7% | $6,689-45.8% |
| Admin fee / account holder | $4,102 | $17,138-76.1% | $10,961-62.6% | $13,390-69.4% |