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 | $38,839 | $29,736+30.6% | $56,033-30.7% | $80,935-52.0% |
| Participation rate | 89.5% | 41.7%+47.8pp | 52.5%+37.0pp | 67.7%+21.8pp |
| Annual return | 12.07% | 35.28%-23.2pp | 1711.38%-1699.3pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,029 | $671+53.3% | $1,041-1.1% | $2,757-62.7% |
| Participant deferral / active EE | $1,798 | $1,228+46.3% | $1,954-8.0% | $4,299-58.2% |
| Admin fee / account holder | $2,871 | $2,434+18.0% | $2,827+1.5% | $6,924-58.5% |