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 | $60,132 | $112,131-46.4% | $95,964-37.3% | $158,982-62.2% |
| Participation rate | 83.3% | 79.0%+4.3pp | 77.1%+6.2pp | 82.0%+1.4pp |
| Annual return | 14.41% | 171.19%-156.8pp | 91.64%-77.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $11,977 | $3,199+274.4% | $2,541+371.3% | $4,763+151.5% |
| Participant deferral / active EE | $7,877 | $4,784+64.6% | $4,167+89.0% | $5,983+31.6% |
| Admin fee / account holder | $4,599 | $10,136-54.6% | $6,797-32.3% | $11,252-59.1% |