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 | $60,171 | $85,766-29.8% | $136,298-55.9% | $70,126-14.2% |
| Participation rate | 90.5% | 74.2%+16.4pp | 81.9%+8.6pp | 69.5%+21.0pp |
| Annual return | 21.00% | 31.46%-10.5pp | 5156.27%-5135.3pp | 73.15%-52.1pp |
| Employer contribution / active EE | $2,937 | $2,966-1.0% | $4,696-37.5% | $2,343+25.4% |
| Participant deferral / active EE | $7,392 | $5,051+46.3% | $6,247+18.3% | $3,332+121.9% |
| Admin fee / account holder | $1,428 | $5,421-73.7% | $9,244-84.6% | $4,645-69.3% |