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 | $49,191 | $108,911-54.8% | $100,392-51.0% | $145,884-66.3% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 15.80% | 58.23%-42.4pp | 49.45%-33.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,599 | $4,420-41.2% | $3,941-34.1% | $4,662-44.2% |
| Participant deferral / active EE | $2,655 | $8,459-68.6% | $8,090-67.2% | $6,690-60.3% |
| Admin fee / account holder | $489 | $9,698-95.0% | $7,904-93.8% | $13,392-96.3% |