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 | $74,797 | $111,535-32.9% | $105,223-28.9% | $137,256-45.5% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 12.81% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,500 | $3,939-61.9% | $3,689-59.3% | $4,156-63.9% |
| Participant deferral / active EE | $1,561 | $5,500-71.6% | $5,072-69.2% | $6,407-75.6% |
| Admin fee / account holder | $4,271 | $9,721-56.1% | $8,859-51.8% | $12,270-65.2% |