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 | $49,905 | $117,829-57.6% | $102,423-51.3% | $145,877-65.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 11.22% | 31.83%-20.6pp | 29.42%-18.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,465 | $3,615-59.5% | $3,023-51.5% | $4,663-68.6% |
| Participant deferral / active EE | $3,180 | $5,732-44.5% | $5,054-37.1% | $6,691-52.5% |
| Admin fee / account holder | $3,020 | $13,335-77.4% | $9,455-68.1% | $13,402-77.5% |