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 | $68,201 | $85,766-20.5% | $136,298-50.0% | $70,126-2.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 21.87% | 31.46%-9.6pp | 5156.27%-5134.4pp | 73.15%-51.3pp |
| Employer contribution / active EE | $926 | $2,966-68.8% | $4,696-80.3% | $2,343-60.5% |
| Participant deferral / active EE | $4,202 | $5,051-16.8% | $6,247-32.7% | $3,332+26.1% |
| Admin fee / account holder | $7,687 | $5,421+41.8% | $9,244-16.8% | $4,645+65.5% |