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 | $80,680 | $78,690+2.5% | $161,489-50.0% | $87,485-7.8% |
| Participation rate | 88.2% | 67.5%+20.8pp | 78.7%+9.5pp | 68.9%+19.3pp |
| Annual return | 16.26% | 32.74%-16.5pp | 89.72%-73.5pp | 26.06%-9.8pp |
| Employer contribution / active EE | $3,764 | $2,588+45.4% | $4,268-11.8% | $2,596+45.0% |
| Participant deferral / active EE | $5,016 | $3,311+51.5% | $5,630-10.9% | $4,274+17.4% |
| Admin fee / account holder | $54,645 | $6,724+712.7% | $16,006+241.4% | $7,775+602.9% |