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 | $48,333 | $152,592-68.3% | $125,180-61.4% | $152,885-68.4% |
| Participation rate | 79.2% | 83.3%-4.2pp | 79.8%-0.6pp | 82.5%-3.3pp |
| Annual return | 18.10% | 54.84%-36.7pp | 43.79%-25.7pp | 345.39%-327.3pp |
| Employer contribution / active EE | $1,526 | $4,947-69.2% | $3,866-60.5% | $4,763-68.0% |
| Participant deferral / active EE | $4,060 | $5,868-30.8% | $4,937-17.8% | $5,851-30.6% |
| Admin fee / account holder | $2,283 | $13,435-83.0% | $9,703-76.5% | $11,598-80.3% |