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 | $53,065 | $93,345-43.2% | $119,126-55.5% | $87,485-39.3% |
| Participation rate | 90.2% | 68.7%+21.5pp | 75.8%+14.5pp | 68.9%+21.3pp |
| Annual return | 12.81% | 19.08%-6.3pp | 282.11%-269.3pp | 26.06%-13.3pp |
| Employer contribution / active EE | $5,805 | $3,172+83.0% | $4,034+43.9% | $2,596+123.6% |
| Participant deferral / active EE | $3,001 | $4,099-26.8% | $5,318-43.6% | $4,274-29.8% |
| Admin fee / account holder | $6,585 | $8,039-18.1% | $10,693-38.4% | $7,775-15.3% |