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 | $49,857 | $85,766-41.9% | $136,298-63.4% | $70,126-28.9% |
| Participation rate | 97.9% | 74.2%+23.8pp | 81.9%+16.0pp | 69.5%+28.4pp |
| Annual return | 23.33% | 31.46%-8.1pp | 5156.27%-5132.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $5,880 | $2,966+98.2% | $4,696+25.2% | $2,343+151.0% |
| Participant deferral / active EE | $4,560 | $5,051-9.7% | $6,247-27.0% | $3,332+36.8% |
| Admin fee / account holder | $602 | $5,421-88.9% | $9,244-93.5% | $4,645-87.0% |