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 | $59,706 | $102,422-41.7% | $147,117-59.4% | $80,959-26.3% |
| Participation rate | 78.5% | 75.9%+2.6pp | 82.2%-3.7pp | 67.7%+10.8pp |
| Annual return | 14.29% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,000 | $3,717+7.6% | $4,932-18.9% | $2,757+45.1% |
| Participant deferral / active EE | $4,384 | $6,652-34.1% | $8,065-45.6% | $4,300+1.9% |
| Admin fee / account holder | $3,508 | $7,953-55.9% | $12,993-73.0% | $6,925-49.3% |