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 | $54,183 | $107,368-49.5% | $92,915-41.7% | $152,909-64.6% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.5%-4.7pp |
| Annual return | 19.93% | 145.64%-125.7pp | 109.45%-89.5pp | 345.46%-325.5pp |
| Employer contribution / active EE | $3,641 | $4,222-13.8% | $3,653-0.3% | $4,764-23.6% |
| Participant deferral / active EE | $4,039 | $4,848-16.7% | $4,238-4.7% | $5,851-31.0% |
| Admin fee / account holder | $6,593 | $7,082-6.9% | $5,796+13.8% | $11,601-43.2% |