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 | $78,141 | $107,368-27.2% | $92,915-15.9% | $152,909-48.9% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 19.60% | 145.64%-126.0pp | 109.45%-89.8pp | 345.46%-325.9pp |
| Employer contribution / active EE | $3,432 | $4,222-18.7% | $3,653-6.1% | $4,764-28.0% |
| Participant deferral / active EE | $4,241 | $4,848-12.5% | $4,238+0.1% | $5,851-27.5% |
| Admin fee / account holder | $47,224 | $7,082+566.8% | $5,796+714.8% | $11,601+307.1% |