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 | $70,697 | $98,776-28.4% | $149,745-52.8% | $79,856-11.5% |
| Participation rate | 70.3% | 75.8%-5.5pp | 82.5%-12.2pp | 69.6%+0.6pp |
| Annual return | 18.85% | 27.38%-8.5pp | 276.72%-257.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,243 | $3,217-61.4% | $4,646-73.2% | $2,471-49.7% |
| Participant deferral / active EE | $8,501 | $5,681+49.6% | $6,843+24.2% | $3,741+127.3% |
| Admin fee / account holder | $3,263 | $6,053-46.1% | $9,312-65.0% | $5,306-38.5% |