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 | $48,963 | $49,896-1.9% | $80,627-39.3% | $75,173-34.9% |
| Participation rate | 92.5% | 55.3%+37.1pp | 67.0%+25.4pp | 67.2%+25.2pp |
| Annual return | 19.99% | 34.67%-14.7pp | 936.76%-916.8pp | 160.72%-140.7pp |
| Employer contribution / active EE | $4,851 | $1,699+185.6% | $2,723+78.2% | $2,671+81.6% |
| Participant deferral / active EE | $2,690 | $2,992-10.1% | $4,443-39.5% | $4,126-34.8% |
| Admin fee / account holder | $990 | $3,578-72.3% | $5,381-81.6% | $5,651-82.5% |