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 | $63,162 | $77,920-18.9% | $149,723-57.8% | $75,177-16.0% |
| Participation rate | 97.1% | 65.6%+31.5pp | 78.8%+18.3pp | 67.2%+29.9pp |
| Annual return | 13.58% | 31.72%-18.1pp | 134.50%-120.9pp | 160.75%-147.2pp |
| Employer contribution / active EE | $5,912 | $3,138+88.4% | $4,821+22.6% | $2,671+121.3% |
| Participant deferral / active EE | $5,602 | $3,411+64.2% | $5,682-1.4% | $4,126+35.8% |
| Admin fee / account holder | $25,124 | $5,951+322.2% | $13,215+90.1% | $5,651+344.6% |