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 | $51,906 | $165,361-68.6% | $149,715-65.3% | $158,950-67.3% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 15.53% | 348.24%-332.7pp | 276.66%-261.1pp | 302.91%-287.4pp |
| Employer contribution / active EE | $1,911 | $5,103-62.6% | $4,645-58.9% | $4,762-59.9% |
| Participant deferral / active EE | $4,659 | $7,182-35.1% | $6,842-31.9% | $5,983-22.1% |
| Admin fee / account holder | $4,818 | $10,808-55.4% | $9,310-48.2% | $11,248-57.2% |