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 | $48,858 | $112,131-56.4% | $95,964-49.1% | $158,982-69.3% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 27.03% | 171.19%-144.2pp | 91.64%-64.6pp | 302.99%-276.0pp |
| Employer contribution / active EE | $2,003 | $3,199-37.4% | $2,541-21.2% | $4,763-57.9% |
| Participant deferral / active EE | $3,617 | $4,784-24.4% | $4,167-13.2% | $5,983-39.6% |
| Admin fee / account holder | $3,386 | $10,136-66.6% | $6,797-50.2% | $11,252-69.9% |