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 | $48,712 | $108,685-55.2% | $74,719-34.8% | $152,885-68.1% |
| Participation rate | 81.8% | 65.3%+16.5pp | 54.5%+27.4pp | 82.5%-0.6pp |
| Annual return | 4.77% | 114.09%-109.3pp | 753.05%-748.3pp | 345.39%-340.6pp |
| Employer contribution / active EE | $1,261 | $1,504-16.2% | $1,084+16.3% | $4,763-73.5% |
| Participant deferral / active EE | $3,915 | $2,712+44.3% | $1,963+99.4% | $5,851-33.1% |
| Admin fee / account holder | $1,297 | $4,905-73.6% | $3,334-61.1% | $11,598-88.8% |