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 | $54,253 | $124,346-56.4% | $111,308-51.3% | $167,536-67.6% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 9.46% | 37.45%-28.0pp | 54.67%-45.2pp | 478.82%-469.4pp |
| Employer contribution / active EE | $2,553 | $3,437-25.7% | $2,732-6.5% | $4,839-47.2% |
| Participant deferral / active EE | $6,709 | $5,182+29.5% | $4,487+49.5% | $6,342+5.8% |
| Admin fee / account holder | $20,844 | $10,621+96.2% | $7,965+161.7% | $12,315+69.3% |