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 | $39,863 | $51,606-22.8% | $129,339-69.2% | $80,911-50.7% |
| Participation rate | 97.8% | 57.0%+40.9pp | 69.6%+28.2pp | 67.6%+30.2pp |
| Annual return | 13.12% | 20.76%-7.6pp | 9437.05%-9423.9pp | 35.63%-22.5pp |
| Employer contribution / active EE | $3,179 | $1,582+100.9% | $4,154-23.5% | $2,756+15.4% |
| Participant deferral / active EE | $4,592 | $2,669+72.1% | $4,170+10.1% | $4,297+6.9% |
| Admin fee / account holder | $7,303 | $4,310+69.4% | $7,668-4.8% | $6,935+5.3% |