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 | $61,164 | $102,422-40.3% | $147,117-58.4% | $80,959-24.5% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 11.99% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $4,459 | $3,717+19.9% | $4,932-9.6% | $2,757+61.7% |
| Participant deferral / active EE | $6,176 | $6,652-7.2% | $8,065-23.4% | $4,300+43.6% |
| Admin fee / account holder | $14,185 | $7,953+78.4% | $12,993+9.2% | $6,925+104.8% |