Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $61,181 | $144,130-57.6% | $117,861-48.1% | $147,586-58.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 12.73% | 531.20%-518.5pp | 335.11%-322.4pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,354 | $4,897-51.9% | $3,786-37.8% | $4,876-51.7% |
| Participant deferral / active EE | $4,100 | $5,316-22.9% | $4,482-8.5% | $5,439-24.6% |
| Admin fee / account holder | $8,359 | $10,887-23.2% | $8,021+4.2% | $10,886-23.2% |