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 | $50,956 | $70,366-27.6% | $66,674-23.6% | $138,895-63.3% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.7%+3.2pp | 79.9%-3.0pp |
| Annual return | 17.64% | 386.41%-368.8pp | 321.24%-303.6pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,647 | $2,765-40.4% | $2,620-37.1% | $4,194-60.7% |
| Participant deferral / active EE | $9,451 | $4,374+116.1% | $4,084+131.4% | $6,396+47.8% |
| Admin fee / account holder | $2,311 | $5,262-56.1% | $5,098-54.7% | $12,562-81.6% |