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 | $62,604 | $96,388-35.0% | $80,627-22.4% | $139,466-55.1% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 16.21% | 1352.08%-1335.9pp | 936.76%-920.6pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,344 | $3,260-58.8% | $2,723-50.6% | $4,754-71.7% |
| Participant deferral / active EE | $3,810 | $5,224-27.1% | $4,443-14.3% | $6,712-43.2% |
| Admin fee / account holder | $301 | $6,603-95.4% | $5,381-94.4% | $11,409-97.4% |