Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,327 | $124,346-58.7% | $111,308-53.9% | $167,536-69.4% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 15.34% | 37.45%-22.1pp | 54.67%-39.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $1,834 | $3,437-46.7% | $2,732-32.9% | $4,839-62.1% |
| Participant deferral / active EE | $3,271 | $5,182-36.9% | $4,487-27.1% | $6,342-48.4% |
| Admin fee / account holder | $1,313 | $10,621-87.6% | $7,965-83.5% | $12,315-89.3% |