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 | $63,859 | $49,976+27.8% | $66,674-4.2% | $82,637-22.7% |
| Participation rate | 92.7% | 63.1%+29.6pp | 73.7%+19.0pp | 68.1%+24.6pp |
| Annual return | 25.92% | 39.09%-13.2pp | 321.24%-295.3pp | 53.51%-27.6pp |
| Employer contribution / active EE | $2,248 | $1,988+13.1% | $2,620-14.2% | $2,552-11.9% |
| Participant deferral / active EE | $3,740 | $2,847+31.4% | $4,084-8.4% | $4,126-9.4% |
| Admin fee / account holder | $15,010 | $4,594+226.8% | $5,098+194.4% | $7,339+104.5% |