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 | $63,750 | $89,364-28.7% | $141,177-54.8% | $72,983-12.7% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 22.85% | 111.86%-89.0pp | 71.40%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,830 | $3,115-41.2% | $4,736-61.4% | $2,440-25.0% |
| Participant deferral / active EE | $3,340 | $5,419-38.4% | $6,710-50.2% | $3,608-7.4% |
| Admin fee / account holder | $1,652 | $5,959-72.3% | $10,263-83.9% | $5,124-67.8% |