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 | $133,082 | $81,208+63.9% | $98,916+34.5% | $79,858+66.6% |
| Participation rate | 76.5% | 72.5%+4.0pp | 76.0%+0.4pp | 69.6%+6.8pp |
| Annual return | 10.67% | 60.99%-50.3pp | 196.45%-185.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $710 | $1,960-63.8% | $2,689-73.6% | $2,471-71.3% |
| Participant deferral / active EE | $3,658 | $3,265+12.0% | $4,245-13.8% | $3,740-2.2% |
| Admin fee / account holder | $25,389 | $6,013+322.2% | $6,642+282.2% | $5,306+378.5% |