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 | $27,894 | $77,816-64.2% | $123,552-77.4% | $64,173-56.5% |
| Participation rate | 80.5% | 74.7%+5.7pp | 82.3%-1.8pp | 69.6%+10.9pp |
| Annual return | 4.76% | 12.49%-7.7pp | 119.20%-114.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $6,249 | $3,014+107.3% | $4,628+35.0% | $2,381+162.5% |
| Participant deferral / active EE | $10,215 | $5,240+94.9% | $6,426+59.0% | $3,470+194.4% |
| Admin fee / account holder | $5,000 | $5,519-9.4% | $9,285-46.1% | $4,887+2.3% |