Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,104 | $88,778-46.9% | $81,844-42.4% | $145,884-67.7% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.38% | 1033.03%-1021.7pp | 778.87%-767.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,709 | $3,087-12.3% | $2,916-7.1% | $4,662-41.9% |
| Participant deferral / active EE | $7,739 | $4,648+66.5% | $4,323+79.0% | $6,690+15.7% |
| Admin fee / account holder | $4,313 | $8,430-48.8% | $7,355-41.4% | $13,392-67.8% |