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 | $45,694 | $103,008-55.6% | $90,304-49.4% | $152,897-70.1% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.5%+1.8pp |
| Annual return | 21.01% | 95.22%-74.2pp | 78.13%-57.1pp | 345.43%-324.4pp |
| Employer contribution / active EE | $398 | $3,139-87.3% | $2,855-86.1% | $4,764-91.7% |
| Participant deferral / active EE | $2,402 | $4,281-43.9% | $3,885-38.2% | $5,851-58.9% |
| Admin fee / account holder | $707 | $6,175-88.6% | $5,354-86.8% | $11,599-93.9% |