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 | $46,985 | $102,663-54.2% | $86,216-45.5% | $139,466-66.3% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.0%+25.8pp | 80.3%+14.4pp |
| Annual return | 13.96% | 1924.52%-1910.6pp | 1169.42%-1155.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,790 | $3,035-41.0% | $2,382-24.8% | $4,754-62.3% |
| Participant deferral / active EE | $2,025 | $4,677-56.7% | $3,986-49.2% | $6,712-69.8% |
| Admin fee / account holder | $1,134 | $8,663-86.9% | $6,853-83.4% | $11,409-90.1% |