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 | $49,470 | $203,436-75.7% | $152,466-67.6% | $167,518-70.5% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.2%+5.1pp | 82.1%+1.2pp |
| Annual return | 12.80% | 13.80%-1.0pp | 757.33%-744.5pp | 478.71%-465.9pp |
| Employer contribution / active EE | $2,354 | $5,220-54.9% | $4,327-45.6% | $4,838-51.3% |
| Participant deferral / active EE | $3,908 | $6,716-41.8% | $5,820-32.9% | $6,342-38.4% |
| Admin fee / account holder | $2,764 | $22,506-87.7% | $15,805-82.5% | $12,312-77.5% |