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 | $58,603 | $85,766-31.7% | $136,298-57.0% | $70,126-16.4% |
| Participation rate | 94.3% | 74.2%+20.2pp | 81.9%+12.4pp | 69.5%+24.8pp |
| Annual return | 20.90% | 31.46%-10.6pp | 5156.27%-5135.4pp | 73.15%-52.2pp |
| Employer contribution / active EE | $4,050 | $2,966+36.5% | $4,696-13.7% | $2,343+72.9% |
| Participant deferral / active EE | $9,508 | $5,051+88.2% | $6,247+52.2% | $3,332+185.4% |
| Admin fee / account holder | $8,567 | $5,421+58.0% | $9,244-7.3% | $4,645+84.4% |