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 | $32,672 | $102,638-68.2% | $81,982-60.1% | $158,982-79.4% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.3%+14.1pp | 82.0%+1.4pp |
| Annual return | 9.87% | 61.05%-51.2pp | 41.31%-31.4pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,244 | $3,241-61.6% | $2,498-50.2% | $4,763-73.9% |
| Participant deferral / active EE | $1,632 | $4,649-64.9% | $3,722-56.2% | $5,983-72.7% |
| Admin fee / account holder | $6,049 | $8,237-26.6% | $5,665+6.8% | $11,252-46.2% |