Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,260 | $80,992-39.2% | $96,534-49.0% | $75,173-34.5% |
| Participation rate | 81.4% | 71.8%+9.6pp | 76.0%+5.4pp | 67.2%+14.2pp |
| Annual return | 15.78% | 27.05%-11.3pp | 25.88%-10.1pp | 160.72%-144.9pp |
| Employer contribution / active EE | $3,040 | $2,283+33.2% | $2,965+2.5% | $2,671+13.8% |
| Participant deferral / active EE | $9,005 | $3,929+129.2% | $4,851+85.6% | $4,126+118.2% |
| Admin fee / account holder | $529 | $6,717-92.1% | $8,253-93.6% | $5,651-90.6% |