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 | $35,063 | $48,277-27.4% | $67,511-48.1% | $80,874-56.6% |
| Participation rate | 98.1% | 66.4%+31.7pp | 72.9%+25.2pp | 67.6%+30.4pp |
| Annual return | 15.21% | 18.27%-3.1pp | 3517.41%-3502.2pp | 35.62%-20.4pp |
| Employer contribution / active EE | $577 | $2,021-71.4% | $2,733-78.9% | $2,756-79.0% |
| Participant deferral / active EE | $1,155 | $2,926-60.5% | $4,000-71.1% | $4,297-73.1% |
| Admin fee / account holder | $1,137 | $3,687-69.2% | $3,999-71.6% | $6,935-83.6% |