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 | $59,647 | $102,429-41.8% | $147,096-59.5% | $80,925-26.3% |
| Participation rate | 73.5% | 75.9%-2.4pp | 82.2%-8.7pp | 67.7%+5.8pp |
| Annual return | 12.42% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $3,460 | $3,716-6.9% | $4,936-29.9% | $2,756+25.6% |
| Participant deferral / active EE | $6,253 | $6,649-5.9% | $8,071-22.5% | $4,299+45.5% |
| Admin fee / account holder | $6,928 | $7,957-12.9% | $13,005-46.7% | $6,940-0.2% |