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 | $35,086 | $58,311-39.8% | $81,882-57.2% | $80,959-56.7% |
| Participation rate | 85.3% | 63.5%+21.8pp | 72.4%+12.9pp | 67.7%+17.6pp |
| Annual return | 15.07% | 41.85%-26.8pp | 779.47%-764.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $719 | $2,347-69.4% | $2,916-75.4% | $2,757-73.9% |
| Participant deferral / active EE | $3,956 | $3,287+20.4% | $4,323-8.5% | $4,300-8.0% |
| Admin fee / account holder | $2,780 | $4,752-41.5% | $7,360-62.2% | $6,925-59.9% |