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 | $57,824 | $105,856-45.4% | $90,161-35.9% | $147,586-60.8% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 21.51% | 37.63%-16.1pp | 34.89%-13.4pp | 578.59%-557.1pp |
| Employer contribution / active EE | $1,670 | $4,126-59.5% | $3,318-49.7% | $4,876-65.8% |
| Participant deferral / active EE | $2,950 | $5,733-48.5% | $5,287-44.2% | $5,439-45.8% |
| Admin fee / account holder | $4,515 | $8,046-43.9% | $5,943-24.0% | $10,886-58.5% |