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 | $49,475 | $103,008-52.0% | $90,304-45.2% | $152,897-67.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 19.81% | 95.22%-75.4pp | 78.13%-58.3pp | 345.43%-325.6pp |
| Employer contribution / active EE | $2,698 | $3,139-14.1% | $2,855-5.5% | $4,764-43.4% |
| Participant deferral / active EE | $3,335 | $4,281-22.1% | $3,885-14.1% | $5,851-43.0% |
| Admin fee / account holder | $3,954 | $6,175-36.0% | $5,354-26.2% | $11,599-65.9% |