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 | $64,761 | $168,635-61.6% | $147,617-56.1% | $125,389-48.4% |
| Participation rate | 81.3% | 88.8%-7.5pp | 84.6%-3.4pp | 83.2%-1.9pp |
| Annual return | 1.78% | 77.65%-75.9pp | 61.98%-60.2pp | 282.24%-280.5pp |
| Employer contribution / active EE | $2,503 | $6,252-60.0% | $5,564-55.0% | $4,866-48.6% |
| Participant deferral / active EE | $6,024 | $5,507+9.4% | $4,895+23.1% | $5,352+12.6% |
| Admin fee / account holder | $85,966 | $13,580+533.0% | $11,612+640.3% | $9,541+801.0% |