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 | $43,406 | $103,038-57.9% | $90,324-51.9% | $152,909-71.6% |
| Participation rate | 73.9% | 75.9%-2.0pp | 73.3%+0.6pp | 82.5%-8.5pp |
| Annual return | 17.34% | 95.25%-77.9pp | 78.15%-60.8pp | 345.46%-328.1pp |
| Employer contribution / active EE | $1,386 | $3,141-55.9% | $2,856-51.5% | $4,764-70.9% |
| Participant deferral / active EE | $1,578 | $4,282-63.1% | $3,885-59.4% | $5,851-73.0% |
| Admin fee / account holder | $6,364 | $6,177+3.0% | $5,356+18.8% | $11,601-45.1% |