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 | $52,713 | $56,197-6.2% | $67,652-22.1% | $59,633-11.6% |
| Participation rate | 76.5% | 71.5%+5.0pp | 75.7%+0.8pp | 68.7%+7.8pp |
| Annual return | 1.55% | 18508.10%-18506.5pp | 6625.40%-6623.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $495 | $1,615-69.3% | $2,266-78.1% | $2,203-77.5% |
| Participant deferral / active EE | $3,751 | $2,844+31.9% | $3,560+5.4% | $3,192+17.5% |
| Admin fee / account holder | $5,806 | $3,958+46.7% | $4,821+20.4% | $4,297+35.1% |