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 | $52,345 | $210,343-75.1% | $153,476-65.9% | $145,978-64.1% |
| Participation rate | 72.7% | 82.1%-9.4pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 9.48% | 13.38%-3.9pp | 15.66%-6.2pp | 550.52%-541.0pp |
| Employer contribution / active EE | $1,450 | $6,047-76.0% | $5,038-71.2% | $4,662-68.9% |
| Participant deferral / active EE | $3,306 | $7,977-58.6% | $6,759-51.1% | $6,690-50.6% |
| Admin fee / account holder | $6,940 | $19,424-64.3% | $12,729-45.5% | $13,400-48.2% |