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 | $46,556 | $81,643-43.0% | $70,462-33.9% | $158,950-70.7% |
| Participation rate | 94.1% | 77.7%+16.4pp | 75.1%+19.1pp | 82.0%+12.2pp |
| Annual return | 16.78% | 208.51%-191.7pp | 109.08%-92.3pp | 302.91%-286.1pp |
| Employer contribution / active EE | $2,510 | $3,218-22.0% | $2,737-8.3% | $4,762-47.3% |
| Participant deferral / active EE | $4,428 | $4,555-2.8% | $3,710+19.4% | $5,983-26.0% |
| Admin fee / account holder | $819 | $6,194-86.8% | $3,845-78.7% | $11,248-92.7% |