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 | $39,015 | $85,766-54.5% | $136,298-71.4% | $70,126-44.4% |
| Participation rate | 79.5% | 74.2%+5.3pp | 81.9%-2.4pp | 69.5%+9.9pp |
| Annual return | 16.47% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,722 | $2,966-41.9% | $4,696-63.3% | $2,343-26.5% |
| Participant deferral / active EE | $2,765 | $5,051-45.3% | $6,247-55.7% | $3,332-17.0% |
| Admin fee / account holder | $722 | $5,421-86.7% | $9,244-92.2% | $4,645-84.5% |