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 | $57,180 | $29,716+92.4% | $56,077+2.0% | $80,925-29.3% |
| Participation rate | 93.5% | 41.7%+51.9pp | 52.5%+41.0pp | 67.7%+25.9pp |
| Annual return | 20.10% | 35.30%-15.2pp | 1709.28%-1689.2pp | 35.65%-15.6pp |
| Employer contribution / active EE | $1,238 | $671+84.5% | $1,040+19.0% | $2,756-55.1% |
| Participant deferral / active EE | $3,161 | $1,228+157.3% | $1,954+61.8% | $4,299-26.5% |
| Admin fee / account holder | $1,352 | $2,432-44.4% | $2,825-52.1% | $6,940-80.5% |