Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,497 | $100,139-52.6% | $85,187-44.2% | $145,884-67.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 13.12% | 84.15%-71.0pp | 66.67%-53.5pp | 551.85%-538.7pp |
| Employer contribution / active EE | $971 | $3,238-70.0% | $2,732-64.5% | $4,662-79.2% |
| Participant deferral / active EE | $2,324 | $5,296-56.1% | $4,525-48.6% | $6,690-65.3% |
| Admin fee / account holder | $54,837 | $7,262+655.1% | $6,162+789.9% | $13,392+309.5% |