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 | $47,021 | $134,001-64.9% | $112,258-58.1% | $134,509-65.0% |
| Participation rate | 95.2% | 78.6%+16.7pp | 75.1%+20.2pp | 81.2%+14.0pp |
| Annual return | -18.38% | 47.15%-65.5pp | 27.47%-45.8pp | 418.13%-436.5pp |
| Employer contribution / active EE | $4,178 | $4,039+3.4% | $3,636+14.9% | $4,741-11.9% |
| Participant deferral / active EE | $8,364 | $5,291+58.1% | $4,728+76.9% | $6,400+30.7% |
| Admin fee / account holder | $6,935 | $7,491-7.4% | $6,411+8.2% | $11,427-39.3% |