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 | $61,730 | $93,345-33.9% | $119,126-48.2% | $87,485-29.4% |
| Participation rate | 89.1% | 68.7%+20.4pp | 75.8%+13.3pp | 68.9%+20.2pp |
| Annual return | 20.12% | 19.08%+1.0pp | 282.11%-262.0pp | 26.06%-5.9pp |
| Employer contribution / active EE | $2,728 | $3,172-14.0% | $4,034-32.4% | $2,596+5.1% |
| Participant deferral / active EE | $5,664 | $4,099+38.2% | $5,318+6.5% | $4,274+32.5% |
| Admin fee / account holder | $1,136 | $8,039-85.9% | $10,693-89.4% | $7,775-85.4% |