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 | $58,847 | $115,814-49.2% | $101,275-41.9% | $158,982-63.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 13.74% | 56.16%-42.4pp | 46.48%-32.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,089 | $4,176-73.9% | $3,660-70.3% | $4,763-77.1% |
| Participant deferral / active EE | $2,867 | $4,958-42.2% | $4,371-34.4% | $5,983-52.1% |
| Admin fee / account holder | $2,848 | $7,249-60.7% | $5,948-52.1% | $11,252-74.7% |