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 | $57,373 | $100,911-43.1% | $90,440-36.6% | $158,966-63.9% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.7%+4.6pp | 82.0%-4.7pp |
| Annual return | 7.71% | 1726.62%-1718.9pp | 1294.38%-1286.7pp | 302.95%-295.2pp |
| Employer contribution / active EE | $1,799 | $3,690-51.3% | $3,263-44.9% | $4,762-62.2% |
| Participant deferral / active EE | $3,061 | $4,348-29.6% | $3,964-22.8% | $5,983-48.8% |
| Admin fee / account holder | $1,449 | $6,507-77.7% | $5,615-74.2% | $11,250-87.1% |