Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,708 | $65,575-15.0% | $86,209-35.4% | $75,181-25.9% |
| Participation rate | 70.4% | 60.5%+9.9pp | 69.0%+1.4pp | 67.2%+3.2pp |
| Annual return | 17.03% | 46.07%-29.0pp | 1169.05%-1152.0pp | 160.69%-143.7pp |
| Employer contribution / active EE | $2,485 | $1,553+60.0% | $2,381+4.4% | $2,671-6.9% |
| Participant deferral / active EE | $4,950 | $3,023+63.7% | $3,986+24.2% | $4,126+20.0% |
| Admin fee / account holder | $4,490 | $5,470-17.9% | $6,853-34.5% | $5,650-20.5% |