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 | $37,599 | $57,285-34.4% | $86,605-56.6% | $75,173-50.0% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 20.98% | 2671.04%-2650.1pp | 591.39%-570.4pp | 160.65%-139.7pp |
| Employer contribution / active EE | $878 | $2,315-62.1% | $3,023-71.0% | $2,670-67.1% |
| Participant deferral / active EE | $10,982 | $3,318+231.0% | $4,438+147.5% | $4,126+166.2% |
| Admin fee / account holder | $4,420 | $4,112+7.5% | $5,611-21.2% | $5,651-21.8% |