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 | $35,728 | $85,766-58.3% | $136,298-73.8% | $70,126-49.1% |
| Participation rate | 89.7% | 74.2%+15.5pp | 81.9%+7.7pp | 69.5%+20.1pp |
| Annual return | 25.07% | 31.46%-6.4pp | 5156.27%-5131.2pp | 73.15%-48.1pp |
| Employer contribution / active EE | $3,963 | $2,966+33.6% | $4,696-15.6% | $2,343+69.2% |
| Participant deferral / active EE | $3,658 | $5,051-27.6% | $6,247-41.4% | $3,332+9.8% |
| Admin fee / account holder | $761 | $5,421-86.0% | $9,244-91.8% | $4,645-83.6% |