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 | $77,578 | $80,812-4.0% | $160,784-51.8% | $82,448-5.9% |
| Participation rate | 77.9% | 66.2%+11.7pp | 77.0%+0.9pp | 68.1%+9.8pp |
| Annual return | 13.94% | 100.59%-86.6pp | 1803.92%-1790.0pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,166 | $2,174-46.4% | $3,733-68.8% | $2,551-54.3% |
| Participant deferral / active EE | $3,803 | $4,335-12.3% | $6,293-39.6% | $4,139-8.1% |
| Admin fee / account holder | $14,406 | $7,695+87.2% | $9,717+48.3% | $7,234+99.1% |