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 | $30,084 | $63,342-52.5% | $92,236-67.4% | $70,131-57.1% |
| Participation rate | 72.0% | 68.7%+3.3pp | 76.5%-4.5pp | 69.5%+2.5pp |
| Annual return | 20.24% | 530.15%-509.9pp | 176.29%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,868 | $2,471-24.4% | $3,679-49.2% | $2,342-20.2% |
| Participant deferral / active EE | $3,491 | $2,854+22.3% | $3,897-10.4% | $3,332+4.8% |
| Admin fee / account holder | $3,950 | $3,840+2.9% | $5,194-23.9% | $4,645-15.0% |