Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,821 | $48,570-32.4% | $130,660-74.9% | $72,975-55.0% |
| Participation rate | 72.1% | 58.6%+13.5pp | 71.7%+0.3pp | 69.5%+2.6pp |
| Annual return | 25.08% | 38.63%-13.6pp | 1709.29%-1684.2pp | 81.01%-55.9pp |
| Employer contribution / active EE | $1,832 | $1,334+37.3% | $4,092-55.2% | $2,440-24.9% |
| Participant deferral / active EE | $3,528 | $2,384+48.0% | $3,603-2.1% | $3,608-2.2% |
| Admin fee / account holder | $1,629 | $3,549-54.1% | $5,463-70.2% | $5,124-68.2% |