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 | $61,389 | $70,684-13.2% | $169,390-63.8% | $75,173-18.3% |
| Participation rate | 83.9% | 64.8%+19.1pp | 77.2%+6.7pp | 67.2%+16.7pp |
| Annual return | 17.89% | 36.38%-18.5pp | 406.07%-388.2pp | 160.72%-142.8pp |
| Employer contribution / active EE | $3,930 | $2,211+77.8% | $4,013-2.1% | $2,671+47.1% |
| Participant deferral / active EE | $9,722 | $4,310+125.6% | $6,222+56.2% | $4,126+135.6% |
| Admin fee / account holder | $11,337 | $5,404+109.8% | $9,015+25.8% | $5,651+100.6% |