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 | $43,453 | $104,937-58.6% | $84,628-48.7% | $152,897-71.6% |
| Participation rate | 77.8% | 74.8%+2.9pp | 68.2%+9.5pp | 82.5%-4.7pp |
| Annual return | 22.21% | 373.88%-351.7pp | 258.80%-236.6pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,350 | $3,303-28.9% | $2,653-11.4% | $4,764-50.7% |
| Participant deferral / active EE | $6,604 | $4,690+40.8% | $3,900+69.3% | $5,851+12.9% |
| Admin fee / account holder | $2,019 | $6,243-67.7% | $4,914-58.9% | $11,599-82.6% |