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 | $47,527 | $172,111-72.4% | $150,298-68.4% | $137,256-65.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.60% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,397 | $4,636-69.9% | $4,154-66.4% | $4,156-66.4% |
| Participant deferral / active EE | $1,682 | $6,166-72.7% | $5,453-69.1% | $6,407-73.7% |
| Admin fee / account holder | $1,030 | $16,471-93.7% | $14,116-92.7% | $12,270-91.6% |