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 | $62,280 | $51,631+20.6% | $129,397-51.9% | $80,925-23.0% |
| Participation rate | 93.8% | 56.9%+36.8pp | 69.6%+24.1pp | 67.7%+26.1pp |
| Annual return | 13.04% | 20.77%-7.7pp | 9453.98%-9440.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $4,911 | $1,583+210.2% | $4,154+18.2% | $2,756+78.2% |
| Participant deferral / active EE | $2,403 | $2,670-10.0% | $4,167-42.3% | $4,299-44.1% |
| Admin fee / account holder | $810 | $4,309-81.2% | $7,679-89.5% | $6,940-88.3% |