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 | $71,967 | $106,923-32.7% | $84,023-14.3% | $152,909-52.9% |
| Participation rate | 85.7% | 75.3%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 25.54% | 105.02%-79.5pp | 71.32%-45.8pp | 345.46%-319.9pp |
| Employer contribution / active EE | $1,769 | $2,735-35.3% | $1,984-10.8% | $4,764-62.9% |
| Participant deferral / active EE | $3,618 | $4,013-9.8% | $3,239+11.7% | $5,851-38.2% |
| Admin fee / account holder | $2,323 | $8,289-72.0% | $6,102-61.9% | $11,601-80.0% |