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 | $56,559 | $51,638+9.5% | $68,368-17.3% | $82,448-31.4% |
| Participation rate | 94.8% | 63.6%+31.2pp | 73.8%+21.1pp | 68.1%+26.8pp |
| Annual return | 15.72% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $5,932 | $2,047+189.8% | $2,649+123.9% | $2,551+132.5% |
| Participant deferral / active EE | $5,351 | $2,914+83.6% | $4,123+29.8% | $4,139+29.3% |
| Admin fee / account holder | $16,090 | $4,643+246.5% | $5,150+212.4% | $7,234+122.4% |