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 | $74,109 | $106,918-30.7% | $84,021-11.8% | $152,897-51.5% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 19.03% | 105.01%-86.0pp | 71.32%-52.3pp | 345.43%-326.4pp |
| Employer contribution / active EE | $5,860 | $2,735+114.3% | $1,984+195.4% | $4,764+23.0% |
| Participant deferral / active EE | $8,497 | $4,012+111.8% | $3,239+162.3% | $5,851+45.2% |
| Admin fee / account holder | $8,537 | $8,288+3.0% | $6,102+39.9% | $11,599-26.4% |