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 | $51,387 | $105,210-51.2% | $159,487-67.8% | $85,851-40.1% |
| Participation rate | 80.9% | 75.8%+5.1pp | 82.8%-2.0pp | 69.3%+11.5pp |
| Annual return | 16.54% | 45.08%-28.5pp | 263.71%-247.2pp | 318.63%-302.1pp |
| Employer contribution / active EE | $3,492 | $3,319+5.2% | $4,831-27.7% | $2,565+36.1% |
| Participant deferral / active EE | $6,747 | $5,946+13.5% | $7,354-8.2% | $3,952+70.7% |
| Admin fee / account holder | $480 | $6,934-93.1% | $10,804-95.6% | $6,261-92.3% |