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 | $34,784 | $85,766-59.4% | $136,297-74.5% | $70,124-50.4% |
| Participation rate | 83.0% | 74.2%+8.9pp | 81.9%+1.1pp | 69.5%+13.5pp |
| Annual return | 15.31% | 31.45%-16.1pp | 5156.19%-5140.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,897 | $2,966-36.0% | $4,696-59.6% | $2,342-19.0% |
| Participant deferral / active EE | $3,546 | $5,051-29.8% | $6,247-43.2% | $3,332+6.4% |
| Admin fee / account holder | $786 | $5,420-85.5% | $9,244-91.5% | $4,645-83.1% |