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 | $77,457 | $157,829-50.9% | $136,867-43.4% | $198,609-61.0% |
| Participation rate | 90.0% | 77.2%+12.8pp | 74.5%+15.5pp | 82.4%+7.6pp |
| Annual return | 6.26% | 51.25%-45.0pp | 42.97%-36.7pp | 202.70%-196.4pp |
| Employer contribution / active EE | $4,338 | $3,923+10.6% | $3,547+22.3% | $5,055-14.2% |
| Participant deferral / active EE | $5,946 | $5,463+8.8% | $4,924+20.8% | $6,977-14.8% |
| Admin fee / account holder | $41,687 | $11,107+275.3% | $10,340+303.2% | $19,030+119.1% |