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 | $70,518 | $79,181-10.9% | $102,423-31.2% | $74,429-5.3% |
| Participation rate | 73.7% | 74.8%-1.1pp | 76.5%-2.8pp | 67.2%+6.5pp |
| Annual return | 14.20% | 54.97%-40.8pp | 29.42%-15.2pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $1,731 | $2,362-26.7% | $3,023-42.7% | $2,625-34.1% |
| Participant deferral / active EE | $3,435 | $4,416-22.2% | $5,054-32.0% | $4,348-21.0% |
| Admin fee / account holder | $3,603 | $2,002+80.0% | $9,455-61.9% | $1,944+85.3% |