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 | $63,665 | $48,314+31.8% | $67,561-5.8% | $80,925-21.3% |
| Participation rate | 91.8% | 66.4%+25.4pp | 72.9%+18.9pp | 67.7%+24.2pp |
| Annual return | 19.03% | 18.28%+0.8pp | 3525.44%-3506.4pp | 35.65%-16.6pp |
| Employer contribution / active EE | $1,982 | $2,022-2.0% | $2,735-27.5% | $2,756-28.1% |
| Participant deferral / active EE | $2,434 | $2,927-16.8% | $4,003-39.2% | $4,299-43.4% |
| Admin fee / account holder | $7,857 | $3,690+112.9% | $4,006+96.1% | $6,940+13.2% |