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 | $43,427 | $53,128-18.3% | $86,582-49.8% | $70,126-38.1% |
| Participation rate | 81.1% | 65.3%+15.8pp | 73.5%+7.6pp | 69.5%+11.6pp |
| Annual return | 21.86% | 27.66%-5.8pp | 965.08%-943.2pp | 73.15%-51.3pp |
| Employer contribution / active EE | $3,570 | $2,068+72.6% | $2,839+25.7% | $2,343+52.4% |
| Participant deferral / active EE | $3,177 | $2,695+17.9% | $3,609-12.0% | $3,332-4.7% |
| Admin fee / account holder | $1,885 | $3,584-47.4% | $4,904-61.6% | $4,645-59.4% |