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 | $66,985 | $48,011+39.5% | $63,803+5.0% | $82,637-18.9% |
| Participation rate | 88.9% | 66.6%+22.3pp | 72.7%+16.2pp | 68.1%+20.8pp |
| Annual return | 12.99% | 19.84%-6.9pp | 543.72%-530.7pp | 53.51%-40.5pp |
| Employer contribution / active EE | $3,209 | $1,904+68.6% | $2,532+26.7% | $2,552+25.7% |
| Participant deferral / active EE | $5,147 | $2,846+80.8% | $3,843+33.9% | $4,126+24.7% |
| Admin fee / account holder | $355 | $3,873-90.8% | $5,196-93.2% | $7,339-95.2% |