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 | $76,637 | $52,279+46.6% | $89,414-14.3% | $79,852-4.0% |
| Participation rate | 82.1% | 57.5%+24.6pp | 68.0%+14.1pp | 69.6%+12.5pp |
| Annual return | 22.34% | 22.16%+0.2pp | 245.50%-223.2pp | 31.72%-9.4pp |
| Employer contribution / active EE | $3,225 | $1,572+105.2% | $2,586+24.7% | $2,471+30.5% |
| Participant deferral / active EE | $6,359 | $2,740+132.1% | $3,890+63.5% | $3,740+70.0% |
| Admin fee / account holder | $3,177 | $3,356-5.3% | $4,883-34.9% | $5,306-40.1% |