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 | $44,026 | $47,479-7.3% | $62,929-30.0% | $82,448-46.6% |
| Participation rate | 92.5% | 66.9%+25.6pp | 73.1%+19.4pp | 68.1%+24.4pp |
| Annual return | 18.07% | 20.34%-2.3pp | 1063.93%-1045.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,573 | $1,885+36.5% | $2,505+2.7% | $2,551+0.9% |
| Participant deferral / active EE | $2,670 | $2,870-7.0% | $3,888-31.3% | $4,139-35.5% |
| Admin fee / account holder | $1,913 | $3,804-49.7% | $5,065-62.2% | $7,234-73.6% |