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 | $42,749 | $105,200-59.4% | $159,474-73.2% | $85,847-50.2% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.8%+4.3pp | 69.3%+17.8pp |
| Annual return | 13.23% | 45.08%-31.8pp | 263.68%-250.4pp | 318.61%-305.4pp |
| Employer contribution / active EE | $719 | $3,319-78.3% | $4,831-85.1% | $2,565-72.0% |
| Participant deferral / active EE | $4,381 | $5,946-26.3% | $7,353-40.4% | $3,952+10.8% |
| Admin fee / account holder | $1,462 | $6,934-78.9% | $10,802-86.5% | $6,261-76.6% |