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 | $33,698 | $51,631-34.7% | $129,397-74.0% | $80,925-58.4% |
| Participation rate | 90.6% | 56.9%+33.7pp | 69.6%+21.0pp | 67.7%+23.0pp |
| Annual return | 15.22% | 20.77%-5.6pp | 9453.98%-9438.8pp | 35.65%-20.4pp |
| Employer contribution / active EE | $2,110 | $1,583+33.3% | $4,154-49.2% | $2,756-23.5% |
| Participant deferral / active EE | $4,090 | $2,670+53.2% | $4,167-1.9% | $4,299-4.8% |
| Admin fee / account holder | $1,474 | $4,309-65.8% | $7,679-80.8% | $6,940-78.8% |