Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $60,540 | $100,139-39.5% | $85,187-28.9% | $145,884-58.5% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 17.53% | 84.15%-66.6pp | 66.67%-49.1pp | 551.85%-534.3pp |
| Employer contribution / active EE | $4,147 | $3,238+28.1% | $2,732+51.8% | $4,662-11.0% |
| Participant deferral / active EE | $6,195 | $5,296+17.0% | $4,525+36.9% | $6,690-7.4% |
| Admin fee / account holder | $4,464 | $7,262-38.5% | $6,162-27.6% | $13,392-66.7% |