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 | $67,474 | $81,696-17.4% | $70,494-4.3% | $158,982-57.6% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 5.43% | 208.70%-203.3pp | 109.16%-103.7pp | 302.99%-297.6pp |
| Employer contribution / active EE | $9,449 | $3,220+193.5% | $2,738+245.1% | $4,763+98.4% |
| Participant deferral / active EE | $6,217 | $4,558+36.4% | $3,711+67.5% | $5,983+3.9% |
| Admin fee / account holder | $13,714 | $6,200+121.2% | $3,848+256.4% | $11,252+21.9% |