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 | $43,612 | $154,209-71.7% | $130,062-66.5% | $139,487-68.7% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 11.15% | 32.52%-21.4pp | -137.37%+148.5pp | 373.84%-362.7pp |
| Employer contribution / active EE | $2,773 | $5,292-47.6% | $4,322-35.8% | $4,755-41.7% |
| Participant deferral / active EE | $3,325 | $6,709-50.4% | $5,821-42.9% | $6,713-50.5% |
| Admin fee / account holder | $2,538 | $13,988-81.9% | $10,601-76.1% | $11,407-77.7% |