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 | $50,179 | $96,731-48.1% | $123,973-59.5% | $86,983-42.3% |
| Participation rate | 86.4% | 70.0%+16.3pp | 76.7%+9.7pp | 69.5%+16.8pp |
| Annual return | 26.76% | 17.33%+9.4pp | 388.13%-361.4pp | 25.83%+0.9pp |
| Employer contribution / active EE | $1,078 | $3,297-67.3% | $4,126-73.9% | $2,584-58.3% |
| Participant deferral / active EE | $3,875 | $4,152-6.7% | $5,247-26.2% | $4,194-7.6% |
| Admin fee / account holder | $5,305 | $8,722-39.2% | $11,799-55.0% | $7,856-32.5% |