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 | $53,726 | $102,429-47.5% | $147,096-63.5% | $80,925-33.6% |
| Participation rate | 82.5% | 75.9%+6.6pp | 82.2%+0.3pp | 67.7%+14.8pp |
| Annual return | 16.80% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $5,517 | $3,716+48.5% | $4,936+11.8% | $2,756+100.2% |
| Participant deferral / active EE | $11,078 | $6,649+66.6% | $8,071+37.3% | $4,299+157.7% |
| Admin fee / account holder | $9,164 | $7,957+15.2% | $13,005-29.5% | $6,940+32.0% |