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 | $77,313 | $58,275+32.7% | $81,844-5.5% | $80,935-4.5% |
| Participation rate | 80.5% | 63.5%+17.1pp | 72.4%+8.1pp | 67.7%+12.9pp |
| Annual return | 21.59% | 41.82%-20.2pp | 778.87%-757.3pp | 35.66%-14.1pp |
| Employer contribution / active EE | $2,145 | $2,346-8.5% | $2,916-26.4% | $2,757-22.2% |
| Participant deferral / active EE | $3,156 | $3,285-3.9% | $4,323-27.0% | $4,299-26.6% |
| Admin fee / account holder | $3,763 | $4,749-20.8% | $7,355-48.8% | $6,924-45.7% |