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 | $49,949 | $97,125-48.6% | $86,233-42.1% | $137,256-63.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 11.94% | 74.19%-62.2pp | 61.39%-49.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,307 | $2,841-54.0% | $2,504-47.8% | $4,156-68.6% |
| Participant deferral / active EE | $1,571 | $5,180-69.7% | $4,559-65.5% | $6,407-75.5% |
| Admin fee / account holder | $10,943 | $9,725+12.5% | $8,342+31.2% | $12,270-10.8% |