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 | $56,716 | $125,778-54.9% | $114,563-50.5% | $154,746-63.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.9%+16.0pp | 80.7%+8.2pp |
| Annual return | 7.42% | 295.14%-287.7pp | 241.09%-233.7pp | 172.34%-164.9pp |
| Employer contribution / active EE | $1,690 | $2,806-39.8% | $2,592-34.8% | $4,379-61.4% |
| Participant deferral / active EE | $5,769 | $4,445+29.8% | $4,142+39.3% | $6,730-14.3% |
| Admin fee / account holder | $99,581 | $8,190+1115.8% | $7,623+1206.3% | $14,365+593.2% |