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 | $66,103 | $85,766-22.9% | $136,298-51.5% | $70,126-5.7% |
| Participation rate | 96.0% | 74.2%+21.8pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 16.26% | 31.46%-15.2pp | 5156.27%-5140.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,625 | $2,966-11.5% | $4,696-44.1% | $2,343+12.1% |
| Participant deferral / active EE | $6,115 | $5,051+21.0% | $6,247-2.1% | $3,332+83.5% |
| Admin fee / account holder | $9,081 | $5,421+67.5% | $9,244-1.8% | $4,645+95.5% |