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 | $61,107 | $183,516-66.7% | $155,534-60.7% | $145,884-58.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.41% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $14,305 | $5,315+169.2% | $4,675+206.0% | $4,662+206.8% |
| Participant deferral / active EE | $12,554 | $6,467+94.1% | $5,630+123.0% | $6,690+87.7% |
| Admin fee / account holder | $124,941 | $19,293+547.6% | $15,900+685.8% | $13,392+833.0% |