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 | $33,061 | $84,233-60.8% | $170,436-80.6% | $70,131-52.9% |
| Participation rate | 93.1% | 70.8%+22.3pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 15.77% | 23.06%-7.3pp | 205.94%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,860 | $3,387-45.1% | $5,433-65.8% | $2,342-20.6% |
| Participant deferral / active EE | $1,212 | $3,086-60.7% | $4,939-75.5% | $3,332-63.6% |
| Admin fee / account holder | $1,923 | $5,698-66.3% | $13,880-86.1% | $4,645-58.6% |