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 | $28,821 | $85,766-66.4% | $136,298-78.9% | $70,126-58.9% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 16.34% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $3,393 | $2,966+14.4% | $4,696-27.8% | $2,343+44.8% |
| Participant deferral / active EE | $5,644 | $5,051+11.7% | $6,247-9.7% | $3,332+69.4% |
| Admin fee / account holder | $2,954 | $5,421-45.5% | $9,244-68.0% | $4,645-36.4% |