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 | $44,872 | $124,175-63.9% | $108,405-58.6% | $167,553-73.2% |
| Participation rate | 81.8% | 82.3%-0.5pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 14.93% | 1380.13%-1365.2pp | 905.55%-890.6pp | 478.89%-464.0pp |
| Employer contribution / active EE | $2,107 | $4,188-49.7% | $3,559-40.8% | $4,840-56.5% |
| Participant deferral / active EE | $2,911 | $6,908-57.9% | $6,563-55.6% | $6,343-54.1% |
| Admin fee / account holder | $2,096 | $9,457-77.8% | $7,297-71.3% | $12,316-83.0% |