Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $55,230 | $58,258-5.2% | $81,820-32.5% | $80,925-31.8% |
| Participation rate | 95.2% | 63.5%+31.8pp | 72.4%+22.9pp | 67.7%+27.6pp |
| Annual return | 13.77% | 41.76%-28.0pp | 777.93%-764.2pp | 35.65%-21.9pp |
| Employer contribution / active EE | $3,578 | $2,345+52.6% | $2,915+22.7% | $2,756+29.8% |
| Participant deferral / active EE | $6,624 | $3,284+101.7% | $4,323+53.2% | $4,299+54.1% |
| Admin fee / account holder | $5,822 | $4,976+17.0% | $7,391-21.2% | $6,940-16.1% |