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 | $37,071 | $57,312-35.3% | $86,617-57.2% | $75,181-50.7% |
| Participation rate | 70.0% | 63.2%+6.8pp | 71.7%-1.7pp | 67.2%+2.8pp |
| Annual return | 17.93% | 2672.78%-2654.9pp | 591.91%-574.0pp | 160.69%-142.8pp |
| Employer contribution / active EE | $2,126 | $2,315-8.2% | $3,023-29.7% | $2,671-20.4% |
| Participant deferral / active EE | $2,965 | $3,319-10.7% | $4,437-33.2% | $4,126-28.1% |
| Admin fee / account holder | $3,539 | $4,114-14.0% | $5,613-36.9% | $5,650-37.4% |