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 | $64,020 | $68,394-6.4% | $94,672-32.4% | $75,177-14.8% |
| Participation rate | 88.9% | 76.1%+12.8pp | 80.8%+8.1pp | 67.2%+21.7pp |
| Annual return | 19.63% | 616.92%-597.3pp | 156.89%-137.3pp | 160.75%-141.1pp |
| Employer contribution / active EE | $833 | $2,701-69.1% | $3,673-77.3% | $2,671-68.8% |
| Participant deferral / active EE | $4,949 | $6,536-24.3% | $7,417-33.3% | $4,126+19.9% |
| Admin fee / account holder | $2,029 | $5,326-61.9% | $7,222-71.9% | $5,651-64.1% |