Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $49,133 | $97,125-49.4% | $86,233-43.0% | $137,256-64.2% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 16.88% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,309 | $2,841+16.5% | $2,504+32.1% | $4,156-20.4% |
| Participant deferral / active EE | $5,975 | $5,180+15.4% | $4,559+31.1% | $6,407-6.7% |
| Admin fee / account holder | $11,474 | $9,725+18.0% | $8,342+37.5% | $12,270-6.5% |