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 | $48,903 | $127,387-61.6% | $115,038-57.5% | $125,389-61.0% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | 6.44% | 31.28%-24.8pp | 26.14%-19.7pp | 282.24%-275.8pp |
| Employer contribution / active EE | $2,892 | $5,166-44.0% | $4,608-37.2% | $4,866-40.6% |
| Participant deferral / active EE | $4,101 | $6,423-36.2% | $6,026-32.0% | $5,352-23.4% |
| Admin fee / account holder | $22,463 | $9,516+136.0% | $8,175+174.8% | $9,541+135.4% |