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 | $59,474 | $65,034-8.5% | $90,970-34.6% | $79,856-25.5% |
| Participation rate | 82.0% | 61.6%+20.4pp | 69.0%+13.0pp | 69.6%+12.3pp |
| Annual return | 19.34% | 30.45%-11.1pp | 134.60%-115.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,140 | $1,247-8.6% | $2,122-46.3% | $2,471-53.9% |
| Participant deferral / active EE | $1,971 | $2,512-21.6% | $3,373-41.6% | $3,741-47.3% |
| Admin fee / account holder | $614 | $4,536-86.5% | $5,961-89.7% | $5,306-88.4% |