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 | $73,499 | $55,930+31.4% | $76,089-3.4% | $80,925-9.2% |
| Participation rate | 83.8% | 62.1%+21.7pp | 69.1%+14.7pp | 67.7%+16.1pp |
| Annual return | 14.09% | 20.58%-6.5pp | 360.94%-346.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $3,946 | $1,866+111.4% | $2,690+46.7% | $2,756+43.2% |
| Participant deferral / active EE | $10,054 | $3,051+229.6% | $4,259+136.1% | $4,299+133.9% |
| Admin fee / account holder | $19,993 | $5,241+281.5% | $6,418+211.5% | $6,940+188.1% |