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 | $46,517 | $85,766-45.8% | $136,298-65.9% | $70,126-33.7% |
| Participation rate | 96.8% | 74.2%+22.6pp | 81.9%+14.9pp | 69.5%+27.2pp |
| Annual return | 18.67% | 31.46%-12.8pp | 5156.27%-5137.6pp | 73.15%-54.5pp |
| Employer contribution / active EE | $2,007 | $2,966-32.3% | $4,696-57.3% | $2,343-14.3% |
| Participant deferral / active EE | $4,934 | $5,051-2.3% | $6,247-21.0% | $3,332+48.1% |
| Admin fee / account holder | $921 | $5,421-83.0% | $9,244-90.0% | $4,645-80.2% |