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 | $43,940 | $85,171-48.4% | $172,752-74.6% | $72,975-39.8% |
| Participation rate | 85.7% | 70.1%+15.7pp | 82.6%+3.1pp | 69.5%+16.2pp |
| Annual return | 22.82% | 27.32%-4.5pp | 802.97%-780.1pp | 81.01%-58.2pp |
| Employer contribution / active EE | $2,934 | $3,324-11.7% | $5,144-43.0% | $2,440+20.2% |
| Participant deferral / active EE | $2,320 | $3,260-28.8% | $5,198-55.4% | $3,608-35.7% |
| Admin fee / account holder | $1,557 | $5,880-73.5% | $13,955-88.8% | $5,124-69.6% |