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 | $51,819 | $197,637-73.8% | $177,848-70.9% | $158,982-67.4% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 21.06% | 58.77%-37.7pp | 48.33%-27.3pp | 302.99%-281.9pp |
| Employer contribution / active EE | $2,985 | $6,698-55.4% | $5,919-49.6% | $4,763-37.3% |
| Participant deferral / active EE | $5,207 | $8,405-38.0% | $7,714-32.5% | $5,983-13.0% |
| Admin fee / account holder | $4,593 | $15,406-70.2% | $12,431-63.1% | $11,252-59.2% |