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 | $34,760 | $100,938-65.6% | $90,461-61.6% | $158,982-78.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 19.75% | 1727.20%-1707.5pp | 1294.76%-1275.0pp | 302.99%-283.2pp |
| Employer contribution / active EE | $2,455 | $3,691-33.5% | $3,264-24.8% | $4,763-48.4% |
| Participant deferral / active EE | $7,313 | $4,350+68.1% | $3,964+84.5% | $5,983+22.2% |
| Admin fee / account holder | $1,025 | $6,510-84.3% | $5,617-81.8% | $11,252-90.9% |