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 | $52,528 | $85,171-38.3% | $172,753-69.6% | $72,976-28.0% |
| Participation rate | 81.2% | 70.1%+11.1pp | 82.6%-1.5pp | 69.5%+11.7pp |
| Annual return | 18.66% | 27.32%-8.7pp | 803.00%-784.3pp | 81.02%-62.4pp |
| Employer contribution / active EE | $1,083 | $3,324-67.4% | $5,144-78.9% | $2,440-55.6% |
| Participant deferral / active EE | $2,546 | $3,260-21.9% | $5,198-51.0% | $3,608-29.4% |
| Admin fee / account holder | $3,543 | $5,880-39.7% | $13,956-74.6% | $5,124-30.9% |