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 | $70,749 | $98,766-28.4% | $149,730-52.7% | $79,852-11.4% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.5%-5.0pp | 69.6%+7.9pp |
| Annual return | 13.06% | 27.43%-14.4pp | 276.70%-263.6pp | 31.72%-18.7pp |
| Employer contribution / active EE | $3,075 | $3,217-4.4% | $4,645-33.8% | $2,471+24.4% |
| Participant deferral / active EE | $6,208 | $5,681+9.3% | $6,843-9.3% | $3,740+66.0% |
| Admin fee / account holder | $19,925 | $6,052+229.2% | $9,310+114.0% | $5,306+275.5% |