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 | $62,337 | $48,327+29.0% | $67,575-7.8% | $80,935-23.0% |
| Participation rate | 74.3% | 66.4%+7.9pp | 72.9%+1.4pp | 67.7%+6.6pp |
| Annual return | 12.34% | 18.31%-6.0pp | 3528.98%-3516.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $4,121 | $2,022+103.8% | $2,736+50.6% | $2,757+49.5% |
| Participant deferral / active EE | $4,252 | $2,927+45.3% | $4,003+6.2% | $4,299-1.1% |
| Admin fee / account holder | $8,340 | $3,692+125.9% | $3,993+108.9% | $6,924+20.4% |