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 | $61,765 | $89,367-30.9% | $141,191-56.3% | $72,975-15.4% |
| Participation rate | 77.8% | 75.1%+2.7pp | 82.5%-4.7pp | 69.5%+8.3pp |
| Annual return | 20.23% | 111.87%-91.6pp | 71.41%-51.2pp | 81.01%-60.8pp |
| Employer contribution / active EE | $1,937 | $3,115-37.8% | $4,736-59.1% | $2,440-20.6% |
| Participant deferral / active EE | $5,889 | $5,419+8.7% | $6,710-12.2% | $3,608+63.2% |
| Admin fee / account holder | $18,767 | $5,957+215.1% | $10,264+82.8% | $5,124+266.2% |