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 | $46,003 | $89,367-48.5% | $141,191-67.4% | $72,975-37.0% |
| Participation rate | 98.0% | 75.1%+22.8pp | 82.5%+15.5pp | 69.5%+28.5pp |
| Annual return | 23.28% | 111.87%-88.6pp | 71.41%-48.1pp | 81.01%-57.7pp |
| Employer contribution / active EE | $1,020 | $3,115-67.2% | $4,736-78.5% | $2,440-58.2% |
| Participant deferral / active EE | $6,463 | $5,419+19.3% | $6,710-3.7% | $3,608+79.1% |
| Admin fee / account holder | $1,020 | $5,957-82.9% | $10,264-90.1% | $5,124-80.1% |