Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $51,049 | $157,829-67.7% | $136,867-62.7% | $198,609-74.3% |
| Participation rate | 85.7% | 77.2%+8.5pp | 74.5%+11.2pp | 82.4%+3.3pp |
| Annual return | 16.65% | 51.25%-34.6pp | 42.97%-26.3pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,642 | $3,923-58.1% | $3,547-53.7% | $5,055-67.5% |
| Participant deferral / active EE | $10,014 | $5,463+83.3% | $4,924+103.4% | $6,977+43.5% |
| Admin fee / account holder | $3,694 | $11,107-66.7% | $10,340-64.3% | $19,030-80.6% |