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 | $57,941 | $111,785-48.2% | $93,669-38.1% | $145,877-60.3% |
| Participation rate | 77.8% | 74.2%+3.5pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 16.15% | 203.79%-187.6pp | 133.59%-117.4pp | 551.28%-535.1pp |
| Employer contribution / active EE | $2,807 | $3,096-9.3% | $2,424+15.8% | $4,663-39.8% |
| Participant deferral / active EE | $6,088 | $4,919+23.8% | $4,416+37.9% | $6,691-9.0% |
| Admin fee / account holder | $1,361 | $10,256-86.7% | $8,291-83.6% | $13,402-89.8% |