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 | $56,551 | $105,210-46.2% | $159,487-64.5% | $85,851-34.1% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 16.21% | 45.08%-28.9pp | 263.71%-247.5pp | 318.63%-302.4pp |
| Employer contribution / active EE | $1,813 | $3,319-45.4% | $4,831-62.5% | $2,565-29.3% |
| Participant deferral / active EE | $2,969 | $5,946-50.1% | $7,354-59.6% | $3,952-24.9% |
| Admin fee / account holder | $1,567 | $6,934-77.4% | $10,804-85.5% | $6,261-75.0% |