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 | $43,125 | $70,587-38.9% | $124,693-65.4% | $85,847-49.8% |
| Participation rate | 72.7% | 64.4%+8.3pp | 74.6%-1.9pp | 69.3%+3.4pp |
| Annual return | 14.75% | 20688.83%-20674.1pp | 5144.19%-5129.4pp | 318.61%-303.9pp |
| Employer contribution / active EE | $738 | $1,913-61.4% | $3,324-77.8% | $2,565-71.2% |
| Participant deferral / active EE | $3,579 | $2,969+20.6% | $4,615-22.5% | $3,952-9.4% |
| Admin fee / account holder | $5,877 | $5,282+11.3% | $7,494-21.6% | $6,261-6.1% |