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 | $60,926 | $63,346-3.8% | $92,240-33.9% | $70,126-13.1% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 15.69% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $3,103 | $2,471+25.6% | $3,680-15.7% | $2,343+32.5% |
| Participant deferral / active EE | $4,853 | $2,854+70.1% | $3,897+24.5% | $3,332+45.7% |
| Admin fee / account holder | $5,517 | $3,841+43.6% | $5,194+6.2% | $4,645+18.8% |