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 | $59,528 | $85,766-30.6% | $136,297-56.3% | $70,124-15.1% |
| Participation rate | 95.9% | 74.2%+21.8pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 17.12% | 31.45%-14.3pp | 5156.19%-5139.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $4,639 | $2,966+56.4% | $4,696-1.2% | $2,342+98.1% |
| Participant deferral / active EE | $6,439 | $5,051+27.5% | $6,247+3.1% | $3,332+93.3% |
| Admin fee / account holder | $5,469 | $5,420+0.9% | $9,244-40.8% | $4,645+17.7% |