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 | $56,321 | $85,766-34.3% | $136,297-58.7% | $70,124-19.7% |
| Participation rate | 72.4% | 74.2%-1.7pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 17.34% | 31.45%-14.1pp | 5156.19%-5138.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,988 | $2,966+0.7% | $4,696-36.4% | $2,342+27.6% |
| Participant deferral / active EE | $6,468 | $5,051+28.0% | $6,247+3.5% | $3,332+94.1% |
| Admin fee / account holder | $6,442 | $5,420+18.8% | $9,244-30.3% | $4,645+38.7% |