Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,024 | $115,814-58.5% | $101,275-52.6% | $158,982-69.8% |
| Participation rate | 95.7% | 79.4%+16.3pp | 75.8%+19.8pp | 82.0%+13.7pp |
| Annual return | 20.72% | 56.16%-35.4pp | 46.48%-25.8pp | 302.99%-282.3pp |
| Employer contribution / active EE | $2,634 | $4,176-36.9% | $3,660-28.0% | $4,763-44.7% |
| Participant deferral / active EE | $2,759 | $4,958-44.4% | $4,371-36.9% | $5,983-53.9% |
| Admin fee / account holder | $779 | $7,249-89.3% | $5,948-86.9% | $11,252-93.1% |