Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,452 | $157,829-51.6% | $136,867-44.1% | $198,609-61.5% |
| Participation rate | 84.6% | 77.2%+7.4pp | 74.5%+10.1pp | 82.4%+2.2pp |
| Annual return | 13.66% | 51.25%-37.6pp | 42.97%-29.3pp | 202.70%-189.0pp |
| Employer contribution / active EE | $3,334 | $3,923-15.0% | $3,547-6.0% | $5,055-34.1% |
| Participant deferral / active EE | $5,951 | $5,463+8.9% | $4,924+20.9% | $6,977-14.7% |
| Admin fee / account holder | $37,830 | $11,107+240.6% | $10,340+265.8% | $19,030+98.8% |