Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,661 | $98,766-37.6% | $149,730-58.8% | $79,852-22.8% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.5%-9.5pp | 69.6%+3.4pp |
| Annual return | 20.89% | 27.43%-6.5pp | 276.70%-255.8pp | 31.72%-10.8pp |
| Employer contribution / active EE | $5,722 | $3,217+77.9% | $4,645+23.2% | $2,471+131.6% |
| Participant deferral / active EE | $10,211 | $5,681+79.7% | $6,843+49.2% | $3,740+173.0% |
| Admin fee / account holder | $1,328 | $6,052-78.1% | $9,310-85.7% | $5,306-75.0% |