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 | $68,402 | $48,327+41.5% | $67,575+1.2% | $80,935-15.5% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.7%+22.3pp |
| Annual return | 18.10% | 18.31%-0.2pp | 3528.98%-3510.9pp | 35.66%-17.6pp |
| Employer contribution / active EE | $704 | $2,022-65.2% | $2,736-74.3% | $2,757-74.5% |
| Participant deferral / active EE | $1,408 | $2,927-51.9% | $4,003-64.8% | $4,299-67.3% |
| Admin fee / account holder | $1,873 | $3,692-49.3% | $3,993-53.1% | $6,924-72.9% |