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 | $68,594 | $166,131-58.7% | $164,975-58.4% | $145,877-53.0% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.6%+7.7pp | 80.3%+6.1pp |
| Annual return | 14.90% | 100.37%-85.5pp | 70.12%-55.2pp | 551.28%-536.4pp |
| Employer contribution / active EE | $3,473 | $5,276-34.2% | $4,343-20.0% | $4,663-25.5% |
| Participant deferral / active EE | $5,609 | $6,962-19.4% | $6,033-7.0% | $6,691-16.2% |
| Admin fee / account holder | $1,027 | $16,648-93.8% | $12,688-91.9% | $13,402-92.3% |