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 | $46,251 | $85,766-46.1% | $136,298-66.1% | $70,126-34.0% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 21.35% | 31.46%-10.1pp | 5156.27%-5134.9pp | 73.15%-51.8pp |
| Employer contribution / active EE | $1,944 | $2,966-34.5% | $4,696-58.6% | $2,343-17.0% |
| Participant deferral / active EE | $6,786 | $5,051+34.3% | $6,247+8.6% | $3,332+103.7% |
| Admin fee / account holder | $3,040 | $5,421-43.9% | $9,244-67.1% | $4,645-34.6% |