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 | $71,617 | $165,399-56.7% | $149,745-52.2% | $158,982-55.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.68% | 348.34%-335.7pp | 276.72%-264.0pp | 302.99%-290.3pp |
| Employer contribution / active EE | $2,432 | $5,105-52.4% | $4,646-47.7% | $4,763-48.9% |
| Participant deferral / active EE | $3,226 | $7,183-55.1% | $6,843-52.9% | $5,983-46.1% |
| Admin fee / account holder | $20,684 | $10,811+91.3% | $9,312+122.1% | $11,252+83.8% |