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 | $68,091 | $91,537-25.6% | $130,045-47.6% | $75,173-9.4% |
| Participation rate | 78.1% | 71.5%+6.7pp | 78.5%-0.4pp | 67.2%+10.9pp |
| Annual return | 19.85% | -631.55%+651.4pp | -137.30%+157.2pp | 160.72%-140.9pp |
| Employer contribution / active EE | $2,506 | $2,845-11.9% | $4,321-42.0% | $2,671-6.2% |
| Participant deferral / active EE | $6,753 | $4,343+55.5% | $5,820+16.0% | $4,126+63.7% |
| Admin fee / account holder | $6,342 | $6,780-6.5% | $10,600-40.2% | $5,651+12.2% |