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 | $69,636 | $103,038-32.4% | $90,324-22.9% | $152,909-54.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 25.74% | 95.25%-69.5pp | 78.15%-52.4pp | 345.46%-319.7pp |
| Employer contribution / active EE | $1,834 | $3,141-41.6% | $2,856-35.8% | $4,764-61.5% |
| Participant deferral / active EE | $5,691 | $4,282+32.9% | $3,885+46.5% | $5,851-2.7% |
| Admin fee / account holder | $2,147 | $6,177-65.3% | $5,356-59.9% | $11,601-81.5% |