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 | $50,923 | $85,766-40.6% | $136,298-62.6% | $70,126-27.4% |
| Participation rate | 71.2% | 74.2%-3.0pp | 81.9%-10.7pp | 69.5%+1.6pp |
| Annual return | 16.67% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,355 | $2,966-20.6% | $4,696-49.8% | $2,343+0.6% |
| Participant deferral / active EE | $4,997 | $5,051-1.1% | $6,247-20.0% | $3,332+50.0% |
| Admin fee / account holder | $1,594 | $5,421-70.6% | $9,244-82.8% | $4,645-65.7% |