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 | $59,032 | $65,034-9.2% | $90,970-35.1% | $79,856-26.1% |
| Participation rate | 82.0% | 61.6%+20.4pp | 69.0%+13.0pp | 69.6%+12.3pp |
| Annual return | 12.05% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $2,390 | $1,247+91.6% | $2,122+12.6% | $2,471-3.3% |
| Participant deferral / active EE | $4,338 | $2,512+72.7% | $3,373+28.6% | $3,741+16.0% |
| Admin fee / account holder | $4,532 | $4,536-0.1% | $5,961-24.0% | $5,306-14.6% |