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 | $50,207 | $72,177-30.4% | $115,038-56.4% | $59,633-15.8% |
| Participation rate | 88.2% | 72.6%+15.7pp | 81.4%+6.9pp | 68.7%+19.6pp |
| Annual return | 47.56% | 12.02%+35.5pp | 26.14%+21.4pp | 2041.45%-1993.9pp |
| Employer contribution / active EE | $2,218 | $2,841-22.0% | $4,608-51.9% | $2,203+0.7% |
| Participant deferral / active EE | $5,062 | $4,783+5.8% | $6,026-16.0% | $3,192+58.6% |
| Admin fee / account holder | $4,218 | $4,927-14.4% | $8,175-48.4% | $4,297-1.8% |