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 | $79,964 | $52,961+51.0% | $172,755-53.7% | $65,185+22.7% |
| Participation rate | 94.4% | 66.2%+28.2pp | 82.6%+11.8pp | 70.2%+24.2pp |
| Annual return | 20.36% | 30.12%-9.8pp | 802.94%-782.6pp | 29.38%-9.0pp |
| Employer contribution / active EE | $2,035 | $2,190-7.1% | $5,144-60.5% | $2,177-6.5% |
| Participant deferral / active EE | $3,664 | $2,471+48.3% | $5,198-29.5% | $3,514+4.3% |
| Admin fee / account holder | $6,291 | $472+1232.9% | $13,955-54.9% | $847+642.5% |