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 | $50,848 | $77,164-34.1% | $178,014-71.4% | $80,874-37.1% |
| Participation rate | 89.7% | 65.7%+24.0pp | 77.1%+12.7pp | 67.6%+22.1pp |
| Annual return | 15.38% | 18.09%-2.7pp | 294.80%-279.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $5,586 | $2,288+144.2% | $3,950+41.4% | $2,756+102.7% |
| Participant deferral / active EE | $5,933 | $4,408+34.6% | $6,276-5.5% | $4,297+38.1% |
| Admin fee / account holder | $3,069 | $7,164-57.2% | $10,362-70.4% | $6,935-55.8% |