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 | $70,244 | $45,152+55.6% | $73,836-4.9% | $59,633+17.8% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | 1.41% | 27.40%-26.0pp | 2268.06%-2266.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $2,105 | $1,901+10.7% | $2,787-24.5% | $2,203-4.4% |
| Participant deferral / active EE | $7,349 | $2,573+185.6% | $3,583+105.1% | $3,192+130.3% |
| Admin fee / account holder | $1,669 | $3,515-52.5% | $4,882-65.8% | $4,297-61.1% |