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 | $60,648 | $89,367-32.1% | $141,191-57.0% | $72,975-16.9% |
| Participation rate | 70.6% | 75.1%-4.5pp | 82.5%-11.9pp | 69.5%+1.1pp |
| Annual return | 20.45% | 111.87%-91.4pp | 71.41%-51.0pp | 81.01%-60.6pp |
| Employer contribution / active EE | $1,309 | $3,115-58.0% | $4,736-72.4% | $2,440-46.4% |
| Participant deferral / active EE | $4,028 | $5,419-25.7% | $6,710-40.0% | $3,608+11.7% |
| Admin fee / account holder | $9,935 | $5,957+66.8% | $10,264-3.2% | $5,124+93.9% |