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 | $55,781 | $49,976+11.6% | $66,674-16.3% | $82,637-32.5% |
| Participation rate | 92.9% | 63.1%+29.8pp | 73.7%+19.2pp | 68.1%+24.8pp |
| Annual return | 16.60% | 39.09%-22.5pp | 321.24%-304.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $2,739 | $1,988+37.8% | $2,620+4.5% | $2,552+7.3% |
| Participant deferral / active EE | $5,897 | $2,847+107.2% | $4,084+44.4% | $4,126+42.9% |
| Admin fee / account holder | $2,509 | $4,594-45.4% | $5,098-50.8% | $7,339-65.8% |