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 | $79,088 | $56,134+40.9% | $96,171-17.8% | $85,847-7.9% |
| Participation rate | 92.6% | 56.7%+35.9pp | 68.4%+24.1pp | 69.3%+23.3pp |
| Annual return | 19.62% | 42.30%-22.7pp | 192.04%-172.4pp | 318.61%-299.0pp |
| Employer contribution / active EE | $3,329 | $1,620+105.5% | $2,799+18.9% | $2,565+29.8% |
| Participant deferral / active EE | $3,452 | $2,858+20.8% | $4,350-20.6% | $3,952-12.6% |
| Admin fee / account holder | $3,289 | $3,769-12.7% | $5,538-40.6% | $6,261-47.5% |