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 | $36,636 | $29,736+23.2% | $56,033-34.6% | $80,935-54.7% |
| Participation rate | 87.1% | 41.7%+45.4pp | 52.5%+34.6pp | 67.7%+19.4pp |
| Annual return | 18.52% | 35.28%-16.8pp | 1711.38%-1692.9pp | 35.66%-17.1pp |
| Employer contribution / active EE | $1,029 | $671+53.3% | $1,041-1.1% | $2,757-62.7% |
| Participant deferral / active EE | $1,329 | $1,228+8.2% | $1,954-32.0% | $4,299-69.1% |
| Admin fee / account holder | $11,319 | $2,434+365.1% | $2,827+300.4% | $6,924+63.5% |