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 | $28,717 | $45,152-36.4% | $73,836-61.1% | $59,633-51.8% |
| Participation rate | 79.5% | 64.0%+15.5pp | 73.4%+6.1pp | 68.7%+10.9pp |
| Annual return | 6.30% | 27.40%-21.1pp | 2268.06%-2261.8pp | 2041.45%-2035.1pp |
| Employer contribution / active EE | $680 | $1,901-64.3% | $2,787-75.6% | $2,203-69.2% |
| Participant deferral / active EE | $1,674 | $2,573-34.9% | $3,583-53.3% | $3,192-47.6% |
| Admin fee / account holder | $1,477 | $3,515-58.0% | $4,882-69.7% | $4,297-65.6% |