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 | $58,916 | $98,776-40.4% | $149,745-60.7% | $79,856-26.2% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.6%+4.7pp |
| Annual return | 27.22% | 27.38%-0.2pp | 276.72%-249.5pp | 31.71%-4.5pp |
| Employer contribution / active EE | $2,325 | $3,217-27.7% | $4,646-50.0% | $2,471-5.9% |
| Participant deferral / active EE | $4,480 | $5,681-21.2% | $6,843-34.5% | $3,741+19.8% |
| Admin fee / account holder | $540 | $6,053-91.1% | $9,312-94.2% | $5,306-89.8% |