Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $51,754 | $65,428-20.9% | $169,397-69.4% | $71,529-27.6% |
| Participation rate | 89.1% | 66.9%+22.2pp | 77.2%+11.9pp | 67.9%+21.2pp |
| Annual return | 19.55% | 21.35%-1.8pp | 406.23%-386.7pp | 28.97%-9.4pp |
| Employer contribution / active EE | $3,559 | $2,064+72.4% | $4,013-11.3% | $2,590+37.4% |
| Participant deferral / active EE | $8,364 | $4,360+91.9% | $6,223+34.4% | $4,291+94.9% |
| Admin fee / account holder | $7,616 | $1,328+473.6% | $9,017-15.5% | $1,588+379.5% |