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 | $49,293 | $81,696-39.7% | $70,494-30.1% | $158,982-69.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.67% | 208.70%-193.0pp | 109.16%-93.5pp | 302.99%-287.3pp |
| Employer contribution / active EE | $4,264 | $3,220+32.4% | $2,738+55.7% | $4,763-10.5% |
| Participant deferral / active EE | $5,021 | $4,558+10.1% | $3,711+35.3% | $5,983-16.1% |
| Admin fee / account holder | $19,712 | $6,200+217.9% | $3,848+412.3% | $11,252+75.2% |