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 | $77,202 | $93,346-17.3% | $71,796+7.5% | $273,972-71.8% |
| Participation rate | 70.6% | 76.5%-5.9pp | 69.1%+1.5pp | 83.0%-12.4pp |
| Annual return | 4.88% | 130.39%-125.5pp | 78.04%-73.2pp | 41.46%-36.6pp |
| Employer contribution / active EE | $11,765 | $2,733+330.4% | $1,924+511.3% | $4,869+141.6% |
| Participant deferral / active EE | $2,148 | $3,475-38.2% | $2,794-23.1% | $5,287-59.4% |
| Admin fee / account holder | $40,393 | $6,571+514.8% | $4,815+738.9% | $10,133+298.6% |