Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,133 | $48,011+6.5% | $63,803-19.9% | $82,637-38.1% |
| Participation rate | 98.1% | 66.6%+31.5pp | 72.7%+25.4pp | 68.1%+30.0pp |
| Annual return | 16.30% | 19.84%-3.5pp | 543.72%-527.4pp | 53.51%-37.2pp |
| Employer contribution / active EE | $5,525 | $1,904+190.3% | $2,532+118.2% | $2,552+116.5% |
| Participant deferral / active EE | $4,733 | $2,846+66.3% | $3,843+23.2% | $4,126+14.7% |
| Admin fee / account holder | $5,039 | $3,873+30.1% | $5,196-3.0% | $7,339-31.3% |