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 | $56,618 | $102,385-44.7% | $147,080-61.5% | $80,935-30.0% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 21.92% | 135.09%-113.2pp | 420.17%-398.2pp | 35.66%-13.7pp |
| Employer contribution / active EE | $4,013 | $3,717+8.0% | $4,933-18.6% | $2,757+45.6% |
| Participant deferral / active EE | $8,189 | $6,651+23.1% | $8,066+1.5% | $4,299+90.5% |
| Admin fee / account holder | $14,454 | $7,951+81.8% | $12,989+11.3% | $6,924+108.7% |