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 | $54,029 | $150,346-64.1% | $120,524-55.2% | $145,877-63.0% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 14.74% | 154.40%-139.7pp | 107.36%-92.6pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,136 | $4,353-28.0% | $3,469-9.6% | $4,663-32.8% |
| Participant deferral / active EE | $3,236 | $6,172-47.6% | $4,994-35.2% | $6,691-51.6% |
| Admin fee / account holder | $9,332 | $12,215-23.6% | $9,440-1.1% | $13,402-30.4% |