Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,976 | $45,126+39.6% | $85,187-26.1% | $74,459-15.4% |
| Participation rate | 78.4% | 49.4%+29.1pp | 67.5%+10.9pp | 67.2%+11.2pp |
| Annual return | 17.99% | 26.30%-8.3pp | 66.67%-48.7pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $2,479 | $1,460+69.8% | $2,732-9.3% | $2,626-5.6% |
| Participant deferral / active EE | $11,026 | $2,738+302.6% | $4,525+143.7% | $4,350+153.5% |
| Admin fee / account holder | $5,072 | $2,212+129.3% | $6,162-17.7% | $1,945+160.8% |