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 | $45,801 | $81,664-43.9% | $70,476-35.0% | $158,966-71.2% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 15.12% | 208.59%-193.5pp | 109.12%-94.0pp | 302.95%-287.8pp |
| Employer contribution / active EE | $3,632 | $3,219+12.8% | $2,738+32.6% | $4,762-23.7% |
| Participant deferral / active EE | $6,374 | $4,556+39.9% | $3,710+71.8% | $5,983+6.5% |
| Admin fee / account holder | $4,444 | $6,197-28.3% | $3,847+15.5% | $11,250-60.5% |