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 | $49,283 | $110,379-55.4% | $102,412-51.9% | $145,884-66.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 9.85% | 24.84%-15.0pp | 24.94%-15.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $3,854 | $4,216-8.6% | $3,870-0.4% | $4,662-17.3% |
| Participant deferral / active EE | $4,016 | $5,622-28.6% | $5,060-20.6% | $6,690-40.0% |
| Admin fee / account holder | $33,296 | $9,745+241.7% | $8,388+297.0% | $13,392+148.6% |