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 | $60,206 | $58,241+3.4% | $81,780-26.4% | $80,911-25.6% |
| Participation rate | 92.6% | 63.4%+29.1pp | 72.4%+20.2pp | 67.6%+24.9pp |
| Annual return | 11.61% | 41.73%-30.1pp | 776.27%-764.7pp | 35.63%-24.0pp |
| Employer contribution / active EE | $2,771 | $2,343+18.2% | $2,914-4.9% | $2,756+0.6% |
| Participant deferral / active EE | $5,467 | $3,283+66.5% | $4,321+26.5% | $4,297+27.2% |
| Admin fee / account holder | $15,661 | $4,973+214.9% | $7,384+112.1% | $6,935+125.8% |