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 | $24,433 | $85,766-71.5% | $136,297-82.1% | $70,124-65.2% |
| Participation rate | 82.9% | 74.2%+8.7pp | 81.9%+0.9pp | 69.5%+13.3pp |
| Annual return | 15.40% | 31.45%-16.1pp | 5156.19%-5140.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,129 | $2,966-61.9% | $4,696-76.0% | $2,342-51.8% |
| Participant deferral / active EE | $3,092 | $5,051-38.8% | $6,247-50.5% | $3,332-7.2% |
| Admin fee / account holder | $506 | $5,420-90.7% | $9,244-94.5% | $4,645-89.1% |