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 | $51,387 | $107,341-52.1% | $92,897-44.7% | $152,870-66.4% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 25.66% | 145.59%-119.9pp | 109.42%-83.8pp | 345.34%-319.7pp |
| Employer contribution / active EE | $796 | $4,221-81.1% | $3,653-78.2% | $4,763-83.3% |
| Participant deferral / active EE | $2,837 | $4,847-41.5% | $4,238-33.1% | $5,850-51.5% |
| Admin fee / account holder | $478 | $7,080-93.2% | $5,794-91.8% | $11,597-95.9% |