Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,084 | $68,586-24.1% | $120,380-56.7% | $80,911-35.6% |
| Participation rate | 76.7% | 61.6%+15.2pp | 71.9%+4.8pp | 67.6%+9.1pp |
| Annual return | 11.59% | 23.62%-12.0pp | 107.28%-95.7pp | 35.63%-24.0pp |
| Employer contribution / active EE | $5,285 | $2,053+157.5% | $3,465+52.5% | $2,756+91.8% |
| Participant deferral / active EE | $5,815 | $3,174+83.2% | $4,992+16.5% | $4,297+35.3% |
| Admin fee / account holder | $598 | $5,733-89.6% | $9,421-93.7% | $6,935-91.4% |