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 | $57,156 | $102,422-44.2% | $147,117-61.1% | $80,959-29.4% |
| Participation rate | 76.8% | 75.9%+0.9pp | 82.2%-5.4pp | 67.7%+9.1pp |
| Annual return | 32.24% | 135.16%-102.9pp | 420.54%-388.3pp | 35.67%-3.4pp |
| Employer contribution / active EE | $4,274 | $3,717+15.0% | $4,932-13.4% | $2,757+55.0% |
| Participant deferral / active EE | $7,016 | $6,652+5.5% | $8,065-13.0% | $4,300+63.1% |
| Admin fee / account holder | $7,705 | $7,953-3.1% | $12,993-40.7% | $6,925+11.3% |