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 | $26,368 | $85,766-69.3% | $136,298-80.7% | $70,126-62.4% |
| Participation rate | 76.9% | 74.2%+2.8pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 47.07% | 31.46%+15.6pp | 5156.27%-5109.2pp | 73.15%-26.1pp |
| Employer contribution / active EE | $2,657 | $2,966-10.4% | $4,696-43.4% | $2,343+13.4% |
| Participant deferral / active EE | $5,274 | $5,051+4.4% | $6,247-15.6% | $3,332+58.3% |
| Admin fee / account holder | $2,474 | $5,421-54.4% | $9,244-73.2% | $4,645-46.7% |