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 | $71,849 | $51,638+39.1% | $68,368+5.1% | $82,448-12.9% |
| Participation rate | 71.7% | 63.6%+8.1pp | 73.8%-2.1pp | 68.1%+3.6pp |
| Annual return | 20.07% | 37.53%-17.5pp | 292.57%-272.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,630 | $2,047+28.5% | $2,649-0.7% | $2,551+3.1% |
| Participant deferral / active EE | $1,522 | $2,914-47.8% | $4,123-63.1% | $4,139-63.2% |
| Admin fee / account holder | $1,759 | $4,643-62.1% | $5,150-65.8% | $7,234-75.7% |