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 | $60,510 | $183,516-67.0% | $155,534-61.1% | $145,884-58.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.63% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,737 | $5,315-67.3% | $4,675-62.8% | $4,662-62.7% |
| Participant deferral / active EE | $2,666 | $6,467-58.8% | $5,630-52.7% | $6,690-60.2% |
| Admin fee / account holder | $111,065 | $19,293+475.7% | $15,900+598.5% | $13,392+729.3% |