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 | $49,232 | $78,694-37.4% | $67,652-27.2% | $125,389-60.7% |
| Participation rate | 95.5% | 78.8%+16.6pp | 75.7%+19.8pp | 83.2%+12.3pp |
| Annual return | 4.23% | 9.46%-5.2pp | 6625.40%-6621.2pp | 282.24%-278.0pp |
| Employer contribution / active EE | $3,406 | $3,044+11.9% | $2,266+50.3% | $4,866-30.0% |
| Participant deferral / active EE | $6,692 | $4,292+55.9% | $3,560+88.0% | $5,352+25.1% |
| Admin fee / account holder | $2,923 | $7,403-60.5% | $4,821-39.4% | $9,541-69.4% |