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 | $71,642 | $103,000-30.4% | $90,300-20.7% | $152,885-53.1% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 14.37% | 95.19%-80.8pp | 78.11%-63.7pp | 345.39%-331.0pp |
| Employer contribution / active EE | $1,633 | $3,138-48.0% | $2,854-42.8% | $4,763-65.7% |
| Participant deferral / active EE | $4,875 | $4,281+13.9% | $3,884+25.5% | $5,851-16.7% |
| Admin fee / account holder | $1,111 | $6,173-82.0% | $5,353-79.2% | $11,598-90.4% |