Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,702 | $141,004-59.8% | $112,273-49.5% | $139,466-59.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 18.34% | 32.75%-14.4pp | 30.23%-11.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,006 | $4,285-53.2% | $3,431-41.5% | $4,754-57.8% |
| Participant deferral / active EE | $4,752 | $5,878-19.2% | $4,800-1.0% | $6,712-29.2% |
| Admin fee / account holder | $4,320 | $9,959-56.6% | $7,752-44.3% | $11,409-62.1% |