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 | $50,707 | $127,790-60.3% | $106,554-52.4% | $167,553-69.7% |
| Participation rate | 94.1% | 78.3%+15.8pp | 76.1%+18.0pp | 82.1%+12.0pp |
| Annual return | 15.05% | 33.88%-18.8pp | 26.80%-11.8pp | 478.89%-463.8pp |
| Employer contribution / active EE | $2,278 | $3,427-33.5% | $2,819-19.2% | $4,840-52.9% |
| Participant deferral / active EE | $5,866 | $5,088+15.3% | $4,398+33.4% | $6,343-7.5% |
| Admin fee / account holder | $2,105 | $11,231-81.3% | $7,408-71.6% | $12,316-82.9% |