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 | $37,225 | $48,277-22.9% | $67,511-44.9% | $80,874-54.0% |
| Participation rate | 84.6% | 66.4%+18.2pp | 72.9%+11.7pp | 67.6%+17.0pp |
| Annual return | 17.84% | 18.27%-0.4pp | 3517.41%-3499.6pp | 35.62%-17.8pp |
| Employer contribution / active EE | $2,902 | $2,021+43.6% | $2,733+6.2% | $2,756+5.3% |
| Participant deferral / active EE | $3,435 | $2,926+17.4% | $4,000-14.1% | $4,297-20.1% |
| Admin fee / account holder | $13,033 | $3,687+253.5% | $3,999+225.9% | $6,935+87.9% |