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 | $57,160 | $81,208-29.6% | $98,920-42.2% | $79,856-28.4% |
| Participation rate | 92.9% | 72.5%+20.4pp | 76.0%+16.8pp | 69.6%+23.2pp |
| Annual return | 11.35% | 60.99%-49.6pp | 196.47%-185.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $4,915 | $1,960+150.8% | $2,689+82.8% | $2,471+98.9% |
| Participant deferral / active EE | $4,095 | $3,265+25.4% | $4,245-3.5% | $3,741+9.5% |
| Admin fee / account holder | $1,195 | $6,013-80.1% | $6,643-82.0% | $5,306-77.5% |