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 | $45,425 | $85,766-47.0% | $136,298-66.7% | $70,126-35.2% |
| Participation rate | 76.5% | 74.2%+2.3pp | 81.9%-5.5pp | 69.5%+6.9pp |
| Annual return | 16.55% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,277 | $2,966-23.2% | $4,696-51.5% | $2,343-2.8% |
| Participant deferral / active EE | $4,568 | $5,051-9.6% | $6,247-26.9% | $3,332+37.1% |
| Admin fee / account holder | $720 | $5,421-86.7% | $9,244-92.2% | $4,645-84.5% |