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 | $75,507 | $157,276-52.0% | $141,177-46.5% | $152,885-50.6% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.5%-5.5pp |
| Annual return | 25.14% | 64.33%-39.2pp | 71.40%-46.3pp | 345.39%-320.2pp |
| Employer contribution / active EE | $14,633 | $5,262+178.1% | $4,736+209.0% | $4,763+207.2% |
| Participant deferral / active EE | $11,632 | $7,110+63.6% | $6,710+73.4% | $5,851+98.8% |
| Admin fee / account holder | $5,233 | $12,123-56.8% | $10,263-49.0% | $11,598-54.9% |