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 | $64,924 | $78,707-17.5% | $117,861-44.9% | $70,126-7.4% |
| Participation rate | 78.8% | 73.2%+5.6pp | 79.7%-0.9pp | 69.5%+9.2pp |
| Annual return | 22.55% | 23.30%-0.8pp | 335.11%-312.6pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,341 | $2,223-39.7% | $3,786-64.6% | $2,343-42.8% |
| Participant deferral / active EE | $3,163 | $3,297-4.1% | $4,482-29.4% | $3,332-5.1% |
| Admin fee / account holder | $1,669 | $5,066-67.1% | $8,021-79.2% | $4,645-64.1% |