Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $62,420 | $71,197-12.3% | $93,669-33.4% | $80,925-22.9% |
| Participation rate | 95.1% | 60.4%+34.7pp | 68.7%+26.4pp | 67.7%+27.5pp |
| Annual return | 94.28% | 11.27%+83.0pp | 133.59%-39.3pp | 35.65%+58.6pp |
| Employer contribution / active EE | $9,811 | $1,565+527.0% | $2,424+304.8% | $2,756+255.9% |
| Participant deferral / active EE | $13,450 | $4,036+233.3% | $4,416+204.6% | $4,299+212.9% |
| Admin fee / account holder | $4,371 | $6,959-37.2% | $8,291-47.3% | $6,940-37.0% |