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 | $50,577 | $109,411-53.8% | $89,435-43.4% | $158,982-68.2% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 10.20% | 345.68%-335.5pp | 245.55%-235.3pp | 302.99%-292.8pp |
| Employer contribution / active EE | $2,632 | $3,173-17.0% | $2,587+1.7% | $4,763-44.7% |
| Participant deferral / active EE | $6,708 | $4,600+45.8% | $3,890+72.4% | $5,983+12.1% |
| Admin fee / account holder | $920 | $6,159-85.1% | $4,884-81.2% | $11,252-91.8% |