Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,268 | $157,296-68.7% | $141,191-65.1% | $152,897-67.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 24.98% | 64.34%-39.4pp | 71.41%-46.4pp | 345.43%-320.4pp |
| Employer contribution / active EE | $3,138 | $5,262-40.4% | $4,736-33.7% | $4,764-34.1% |
| Participant deferral / active EE | $5,255 | $7,111-26.1% | $6,710-21.7% | $5,851-10.2% |
| Admin fee / account holder | $894 | $12,125-92.6% | $10,264-91.3% | $11,599-92.3% |