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 | $79,023 | $29,736+165.7% | $56,033+41.0% | $80,935-2.4% |
| Participation rate | 70.5% | 41.7%+28.8pp | 52.5%+18.0pp | 67.7%+2.8pp |
| Annual return | 18.47% | 35.28%-16.8pp | 1711.38%-1692.9pp | 35.66%-17.2pp |
| Employer contribution / active EE | $3,657 | $671+444.7% | $1,041+251.4% | $2,757+32.7% |
| Participant deferral / active EE | $2,451 | $1,228+99.6% | $1,954+25.5% | $4,299-43.0% |
| Admin fee / account holder | $1,768 | $2,434-27.3% | $2,827-37.5% | $6,924-74.5% |