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 | $52,982 | $183,592-71.1% | $155,574-65.9% | $145,877-63.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.44% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,535 | $5,317-52.3% | $4,676-45.8% | $4,663-45.6% |
| Participant deferral / active EE | $4,221 | $6,466-34.7% | $5,629-25.0% | $6,691-36.9% |
| Admin fee / account holder | $2,267 | $19,316-88.3% | $15,914-85.8% | $13,402-83.1% |