Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,572 | $111,787-61.9% | $93,681-54.6% | $145,978-70.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 13.75% | 203.52%-189.8pp | 133.47%-119.7pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,972 | $3,093-36.3% | $2,422-18.6% | $4,662-57.7% |
| Participant deferral / active EE | $4,139 | $4,918-15.8% | $4,415-6.2% | $6,690-38.1% |
| Admin fee / account holder | $8,837 | $10,256-13.8% | $8,290+6.6% | $13,400-34.1% |