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 | $80,327 | $83,337-3.6% | $67,834+18.4% | $273,972-70.7% |
| Participation rate | 76.2% | 76.4%-0.2pp | 68.8%+7.4pp | 83.0%-6.8pp |
| Annual return | 5.24% | 259.45%-254.2pp | 138.47%-133.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $3,051 | $3,287-7.2% | $2,403+26.9% | $4,869-37.3% |
| Participant deferral / active EE | $4,897 | $4,088+19.8% | $3,160+55.0% | $5,287-7.4% |
| Admin fee / account holder | $6,199 | $6,752-8.2% | $4,622+34.1% | $10,133-38.8% |