Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,130 | $88,672-25.4% | $105,223-37.2% | $82,448-19.8% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 14.50% | 30.86%-16.4pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $5,600 | $3,048+83.7% | $3,689+51.8% | $2,551+119.5% |
| Participant deferral / active EE | $3,486 | $4,036-13.6% | $5,072-31.3% | $4,139-15.8% |
| Admin fee / account holder | $8,984 | $7,146+25.7% | $8,859+1.4% | $7,234+24.2% |