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 | $59,066 | $78,707-25.0% | $117,861-49.9% | $70,126-15.8% |
| Participation rate | 72.7% | 73.2%-0.5pp | 79.7%-6.9pp | 69.5%+3.2pp |
| Annual return | 13.47% | 23.30%-9.8pp | 335.11%-321.6pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,642 | $2,223-26.1% | $3,786-56.6% | $2,343-29.9% |
| Participant deferral / active EE | $2,762 | $3,297-16.2% | $4,482-38.4% | $3,332-17.1% |
| Admin fee / account holder | $8,845 | $5,066+74.6% | $8,021+10.3% | $4,645+90.4% |