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 | $49,828 | $47,105+5.8% | $68,368-27.1% | $67,986-26.7% |
| Participation rate | 78.5% | 51.8%+26.7pp | 73.8%+4.8pp | 57.2%+21.3pp |
| Annual return | 39.68% | 48.37%-8.7pp | 292.57%-252.9pp | 31.67%+8.0pp |
| Employer contribution / active EE | $3,563 | $1,859+91.7% | $2,649+34.5% | $2,019+76.5% |
| Participant deferral / active EE | $7,169 | $2,374+202.0% | $4,123+73.9% | $3,358+113.5% |
| Admin fee / account holder | $3,472 | $2,435+42.6% | $5,150-32.6% | $3,203+8.4% |