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 | $80,357 | $102,385-21.5% | $147,080-45.4% | $80,935-0.7% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 13.29% | 135.09%-121.8pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,615 | $3,717-29.6% | $4,933-47.0% | $2,757-5.1% |
| Participant deferral / active EE | $6,205 | $6,651-6.7% | $8,066-23.1% | $4,299+44.3% |
| Admin fee / account holder | $2,836 | $7,951-64.3% | $12,989-78.2% | $6,924-59.0% |