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 | $49,284 | $201,344-75.5% | $184,243-73.3% | $145,877-66.2% |
| Participation rate | 82.6% | 87.5%-4.9pp | 86.8%-4.2pp | 80.3%+2.3pp |
| Annual return | 16.09% | 29.01%-12.9pp | 28.82%-12.7pp | 551.28%-535.2pp |
| Employer contribution / active EE | $2,304 | $7,022-67.2% | $6,427-64.2% | $4,663-50.6% |
| Participant deferral / active EE | $7,704 | $9,807-21.4% | $9,132-15.6% | $6,691+15.1% |
| Admin fee / account holder | $50,381 | $16,382+207.5% | $13,914+262.1% | $13,402+275.9% |