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 | $47,466 | $117,444-59.6% | $99,479-52.3% | $152,909-69.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 18.94% | 31.87%-12.9pp | 30.72%-11.8pp | 345.46%-326.5pp |
| Employer contribution / active EE | $1,260 | $3,014-58.2% | $2,540-50.4% | $4,764-73.5% |
| Participant deferral / active EE | $6,796 | $4,086+66.3% | $3,619+87.8% | $5,851+16.1% |
| Admin fee / account holder | $459 | $7,635-94.0% | $6,253-92.7% | $11,601-96.0% |