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 | $78,770 | $115,814-32.0% | $101,275-22.2% | $158,982-50.5% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 10.13% | 56.16%-46.0pp | 46.48%-36.3pp | 302.99%-292.9pp |
| Employer contribution / active EE | $1,259 | $4,176-69.8% | $3,660-65.6% | $4,763-73.6% |
| Participant deferral / active EE | $1,417 | $4,958-71.4% | $4,371-67.6% | $5,983-76.3% |
| Admin fee / account holder | $28,465 | $7,249+292.7% | $5,948+378.6% | $11,252+153.0% |