Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,688 | $88,360-12.1% | $145,433-46.6% | $67,986+14.3% |
| Participation rate | 99.0% | 65.5%+33.5pp | 82.1%+16.9pp | 57.2%+41.8pp |
| Annual return | 17.47% | 63.15%-45.7pp | 66.58%-49.1pp | 31.67%-14.2pp |
| Employer contribution / active EE | $3,639 | $3,054+19.2% | $4,554-20.1% | $2,019+80.3% |
| Participant deferral / active EE | $6,512 | $5,932+9.8% | $7,897-17.5% | $3,358+93.9% |
| Admin fee / account holder | $1,789 | $3,313-46.0% | $13,129-86.4% | $3,203-44.1% |