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 | $48,883 | $129,737-62.3% | $119,126-59.0% | $154,746-68.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 15.77% | 379.08%-363.3pp | 282.11%-266.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,513 | $4,375-65.4% | $4,034-62.5% | $4,379-65.4% |
| Participant deferral / active EE | $12,939 | $5,842+121.5% | $5,318+143.3% | $6,730+92.2% |
| Admin fee / account holder | $3,058 | $11,961-74.4% | $10,693-71.4% | $14,365-78.7% |