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 | $42,071 | $73,546-42.8% | $63,018-33.2% | $147,586-71.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 10.01% | 175.56%-165.5pp | 87.62%-77.6pp | 578.59%-568.6pp |
| Employer contribution / active EE | $2,154 | $3,324-35.2% | $2,761-22.0% | $4,876-55.8% |
| Participant deferral / active EE | $3,222 | $4,185-23.0% | $3,330-3.2% | $5,439-40.8% |
| Admin fee / account holder | $2,133 | $5,956-64.2% | $3,601-40.7% | $10,886-80.4% |