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 | $65,960 | $96,236-31.5% | $133,698-50.7% | $80,959-18.5% |
| Participation rate | 85.3% | 71.2%+14.1pp | 76.4%+8.9pp | 67.7%+17.7pp |
| Annual return | 14.31% | 28.74%-14.4pp | 580.90%-566.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,078 | $3,350+21.7% | $4,218-3.3% | $2,757+47.9% |
| Participant deferral / active EE | $7,222 | $5,709+26.5% | $7,016+2.9% | $4,300+67.9% |
| Admin fee / account holder | $6,060 | $8,250-26.5% | $6,703-9.6% | $6,925-12.5% |