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 | $45,275 | $85,766-47.2% | $136,298-66.8% | $70,126-35.4% |
| Participation rate | 98.1% | 74.2%+24.0pp | 81.9%+16.2pp | 69.5%+28.6pp |
| Annual return | 20.39% | 31.46%-11.1pp | 5156.27%-5135.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $3,708 | $2,966+25.0% | $4,696-21.0% | $2,343+58.3% |
| Participant deferral / active EE | $4,936 | $5,051-2.3% | $6,247-21.0% | $3,332+48.1% |
| Admin fee / account holder | $1,358 | $5,421-75.0% | $9,244-85.3% | $4,645-70.8% |