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 | $40,337 | $65,575-38.5% | $86,209-53.2% | $75,181-46.3% |
| Participation rate | 83.0% | 60.5%+22.5pp | 69.0%+14.0pp | 67.2%+15.8pp |
| Annual return | 18.23% | 46.07%-27.8pp | 1169.05%-1150.8pp | 160.69%-142.5pp |
| Employer contribution / active EE | $691 | $1,553-55.5% | $2,381-71.0% | $2,671-74.1% |
| Participant deferral / active EE | $4,066 | $3,023+34.5% | $3,986+2.0% | $4,126-1.4% |
| Admin fee / account holder | $620 | $5,470-88.7% | $6,853-91.0% | $5,650-89.0% |