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 | $59,614 | $77,908-23.5% | $149,696-60.2% | $75,173-20.7% |
| Participation rate | 90.3% | 65.6%+24.7pp | 78.8%+11.5pp | 67.2%+23.1pp |
| Annual return | 14.93% | 31.73%-16.8pp | 134.46%-119.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $4,709 | $3,138+50.1% | $4,821-2.3% | $2,671+76.3% |
| Participant deferral / active EE | $2,648 | $3,411-22.4% | $5,682-53.4% | $4,126-35.8% |
| Admin fee / account holder | $1,447 | $5,950-75.7% | $13,212-89.1% | $5,651-74.4% |