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 | $69,827 | $43,730+59.7% | $121,220-42.4% | $64,173+8.8% |
| Participation rate | 74.0% | 58.3%+15.6pp | 71.8%+2.2pp | 69.6%+4.4pp |
| Annual return | -5.34% | 68.94%-74.3pp | 16.94%-22.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,895 | $1,297+46.1% | $4,023-52.9% | $2,381-20.4% |
| Participant deferral / active EE | $3,985 | $2,281+74.7% | $3,345+19.1% | $3,470+14.9% |
| Admin fee / account holder | $3,751 | $3,502+7.1% | $5,021-25.3% | $4,887-23.2% |