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 | $42,251 | $125,184-66.2% | $105,607-60.0% | $145,884-71.0% |
| Participation rate | 81.3% | 77.6%+3.6pp | 75.3%+6.0pp | 80.3%+0.9pp |
| Annual return | 13.80% | 225.00%-211.2pp | 116.11%-102.3pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,795 | $3,720-51.7% | $3,167-43.3% | $4,662-61.5% |
| Participant deferral / active EE | $4,202 | $5,714-26.5% | $5,011-16.1% | $6,690-37.2% |
| Admin fee / account holder | $2,570 | $17,133-85.0% | $10,958-76.6% | $13,392-80.8% |