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 | $56,191 | $88,672-36.6% | $105,223-46.6% | $82,448-31.8% |
| Participation rate | 97.2% | 67.9%+29.3pp | 75.0%+22.2pp | 68.1%+29.2pp |
| Annual return | 16.59% | 30.86%-14.3pp | 180.65%-164.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,490 | $3,048+80.1% | $3,689+48.9% | $2,551+115.2% |
| Participant deferral / active EE | $4,176 | $4,036+3.5% | $5,072-17.7% | $4,139+0.9% |
| Admin fee / account holder | $2,878 | $7,146-59.7% | $8,859-67.5% | $7,234-60.2% |