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 | $62,230 | $77,164-19.4% | $178,014-65.0% | $80,874-23.1% |
| Participation rate | 86.3% | 65.7%+20.5pp | 77.1%+9.2pp | 67.6%+18.6pp |
| Annual return | 13.83% | 18.09%-4.3pp | 294.80%-281.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $9,317 | $2,288+307.3% | $3,950+135.9% | $2,756+238.1% |
| Participant deferral / active EE | $4,498 | $4,408+2.0% | $6,276-28.3% | $4,297+4.7% |
| Admin fee / account holder | $7,013 | $7,164-2.1% | $10,362-32.3% | $6,935+1.1% |