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 | $46,928 | $104,937-55.3% | $84,628-44.5% | $152,897-69.3% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.5%+6.4pp |
| Annual return | 17.01% | 373.88%-356.9pp | 258.80%-241.8pp | 345.43%-328.4pp |
| Employer contribution / active EE | $4,788 | $3,303+45.0% | $2,653+80.5% | $4,764+0.5% |
| Participant deferral / active EE | $2,631 | $4,690-43.9% | $3,900-32.5% | $5,851-55.0% |
| Admin fee / account holder | $7,151 | $6,243+14.5% | $4,914+45.5% | $11,599-38.4% |