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 | $30,360 | $124,330-75.6% | $109,173-72.2% | $167,536-81.9% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 14.99% | 26.04%-11.0pp | 25.75%-10.8pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,402 | $4,209-66.7% | $3,723-62.3% | $4,839-71.0% |
| Participant deferral / active EE | $2,103 | $5,256-60.0% | $4,654-54.8% | $6,342-66.8% |
| Admin fee / account holder | $3,205 | $7,974-59.8% | $6,755-52.6% | $12,315-74.0% |