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 | $60,727 | $99,009-38.7% | $86,581-29.9% | $147,585-58.9% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 10.40% | 1312.70%-1302.3pp | 965.06%-954.7pp | 578.58%-568.2pp |
| Employer contribution / active EE | $4,055 | $3,132+29.4% | $2,840+42.8% | $4,876-16.9% |
| Participant deferral / active EE | $2,151 | $3,972-45.9% | $3,609-40.4% | $5,439-60.5% |
| Admin fee / account holder | $1,999 | $5,709-65.0% | $4,904-59.2% | $10,886-81.6% |