Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,297 | $100,060-50.7% | $149,721-67.1% | $70,126-29.7% |
| Participation rate | 95.9% | 83.6%+12.3pp | 87.1%+8.9pp | 69.5%+26.4pp |
| Annual return | 18.36% | 27.46%-9.1pp | 1501.67%-1483.3pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,893 | $3,661-48.3% | $5,444-65.2% | $2,343-19.2% |
| Participant deferral / active EE | $3,679 | $4,982-26.1% | $6,568-44.0% | $3,332+10.4% |
| Admin fee / account holder | $624 | $8,285-92.5% | $11,282-94.5% | $4,646-86.6% |