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 | $53,965 | $58,828-8.3% | $78,002-30.8% | $62,881-14.2% |
| Participation rate | 81.8% | 71.1%+10.8pp | 75.5%+6.3pp | 69.3%+12.5pp |
| Annual return | 37.43% | 17.16%+20.3pp | 425.99%-388.6pp | 20.14%+17.3pp |
| Employer contribution / active EE | $1,315 | $1,672-21.3% | $2,470-46.8% | $2,281-42.3% |
| Participant deferral / active EE | $2,264 | $2,686-15.7% | $3,497-35.2% | $3,203-29.3% |
| Admin fee / account holder | $2,030 | $4,393-53.8% | $5,481-63.0% | $4,296-52.7% |