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 | $37,854 | $85,169-55.6% | $172,755-78.1% | $72,983-48.1% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 18.83% | 27.32%-8.5pp | 802.94%-784.1pp | 81.01%-62.2pp |
| Employer contribution / active EE | $3,568 | $3,324+7.3% | $5,144-30.6% | $2,440+46.2% |
| Participant deferral / active EE | $2,371 | $3,260-27.3% | $5,198-54.4% | $3,608-34.3% |
| Admin fee / account holder | $1,960 | $5,880-66.7% | $13,955-86.0% | $5,124-61.8% |