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 | $55,011 | $98,776-44.3% | $149,745-63.3% | $79,856-31.1% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 17.41% | 27.38%-10.0pp | 276.72%-259.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,152 | $3,217-33.1% | $4,646-53.7% | $2,471-12.9% |
| Participant deferral / active EE | $4,719 | $5,681-16.9% | $6,843-31.0% | $3,741+26.1% |
| Admin fee / account holder | $2,488 | $6,053-58.9% | $9,312-73.3% | $5,306-53.1% |