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 | $54,140 | $55,930-3.2% | $76,089-28.8% | $80,925-33.1% |
| Participation rate | 91.2% | 62.1%+29.1pp | 69.1%+22.1pp | 67.7%+23.5pp |
| Annual return | 15.52% | 20.58%-5.1pp | 360.94%-345.4pp | 35.65%-20.1pp |
| Employer contribution / active EE | $5,423 | $1,866+190.6% | $2,690+101.6% | $2,756+96.8% |
| Participant deferral / active EE | $10,686 | $3,051+250.3% | $4,259+150.9% | $4,299+148.6% |
| Admin fee / account holder | $18,367 | $5,241+250.5% | $6,418+186.2% | $6,940+164.7% |