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 | $83,326 | $63,346+31.5% | $92,240-9.7% | $70,126+18.8% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 29.26% | 530.19%-500.9pp | 176.29%-147.0pp | 73.15%-43.9pp |
| Employer contribution / active EE | $1,854 | $2,471-25.0% | $3,680-49.6% | $2,343-20.8% |
| Participant deferral / active EE | $4,961 | $2,854+73.8% | $3,897+27.3% | $3,332+48.9% |
| Admin fee / account holder | $3,410 | $3,841-11.2% | $5,194-34.4% | $4,645-26.6% |