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 | $52,833 | $98,240-46.2% | $82,313-35.8% | $147,585-64.2% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 24.16% | 30.85%-6.7pp | 25.88%-1.7pp | 578.58%-554.4pp |
| Employer contribution / active EE | $6,954 | $3,192+117.9% | $2,428+186.3% | $4,876+42.6% |
| Participant deferral / active EE | $5,154 | $4,383+17.6% | $3,706+39.1% | $5,439-5.2% |
| Admin fee / account holder | $867 | $8,563-89.9% | $5,608-84.5% | $10,886-92.0% |