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 | $47,688 | $77,164-38.2% | $178,014-73.2% | $80,874-41.0% |
| Participation rate | 78.9% | 65.7%+13.2pp | 77.1%+1.9pp | 67.6%+11.3pp |
| Annual return | 13.44% | 18.09%-4.6pp | 294.80%-281.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,929 | $2,288-15.7% | $3,950-51.2% | $2,756-30.0% |
| Participant deferral / active EE | $5,737 | $4,408+30.2% | $6,276-8.6% | $4,297+33.5% |
| Admin fee / account holder | $9,743 | $7,164+36.0% | $10,362-6.0% | $6,935+40.5% |