Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $48,948 | $148,629-67.1% | $135,982-64.0% | $139,487-64.9% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.78% | 79.33%-62.5pp | 68.32%-51.5pp | 373.84%-357.1pp |
| Employer contribution / active EE | $5,726 | $5,247+9.1% | $4,859+17.8% | $4,755+20.4% |
| Participant deferral / active EE | $15,137 | $8,102+86.8% | $7,760+95.1% | $6,713+125.5% |
| Admin fee / account holder | $5,503 | $12,406-55.6% | $10,767-48.9% | $11,407-51.8% |