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 | $37,586 | $53,127-29.3% | $86,597-56.6% | $70,131-46.4% |
| Participation rate | 88.3% | 65.3%+23.0pp | 73.5%+14.8pp | 69.5%+18.8pp |
| Annual return | 15.10% | 27.66%-12.6pp | 964.96%-949.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,551 | $2,068-25.0% | $2,840-45.4% | $2,342-33.8% |
| Participant deferral / active EE | $3,285 | $2,696+21.9% | $3,609-9.0% | $3,332-1.4% |
| Admin fee / account holder | $5,108 | $3,585+42.5% | $4,906+4.1% | $4,645+10.0% |