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 | $51,514 | $112,933-54.4% | $90,970-43.4% | $158,982-67.6% |
| Participation rate | 82.6% | 74.7%+7.9pp | 69.0%+13.6pp | 82.0%+0.6pp |
| Annual return | 15.65% | 215.82%-200.2pp | 134.60%-118.9pp | 302.99%-287.3pp |
| Employer contribution / active EE | $3,267 | $2,893+12.9% | $2,122+54.0% | $4,763-31.4% |
| Participant deferral / active EE | $4,180 | $4,128+1.3% | $3,373+23.9% | $5,983-30.1% |
| Admin fee / account holder | $780 | $8,047-90.3% | $5,961-86.9% | $11,252-93.1% |