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 | $62,264 | $144,130-56.8% | $117,861-47.2% | $147,586-57.8% |
| Participation rate | 94.4% | 83.4%+11.0pp | 79.7%+14.8pp | 82.8%+11.6pp |
| Annual return | 18.67% | 531.20%-512.5pp | 335.11%-316.4pp | 578.59%-559.9pp |
| Employer contribution / active EE | $1,976 | $4,897-59.6% | $3,786-47.8% | $4,876-59.5% |
| Participant deferral / active EE | $10,030 | $5,316+88.7% | $4,482+123.8% | $5,439+84.4% |
| Admin fee / account holder | $5,009 | $10,887-54.0% | $8,021-37.5% | $10,886-54.0% |