Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $63,843 | $110,093-42.0% | $97,295-34.4% | $145,897-56.2% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 17.05% | 244.76%-227.7pp | 75.62%-58.6pp | 552.29%-535.2pp |
| Employer contribution / active EE | $3,876 | $3,077+25.9% | $2,723+42.3% | $4,663-16.9% |
| Participant deferral / active EE | $7,267 | $4,678+55.4% | $4,264+70.4% | $6,689+8.6% |
| Admin fee / account holder | $362 | $6,212-94.2% | $5,646-93.6% | $13,390-97.3% |