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 | $54,831 | $97,125-43.5% | $86,233-36.4% | $137,256-60.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 15.57% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $14,397 | $2,841+406.7% | $2,504+474.9% | $4,156+246.4% |
| Participant deferral / active EE | $8,398 | $5,180+62.1% | $4,559+84.2% | $6,407+31.1% |
| Admin fee / account holder | $1,944 | $9,725-80.0% | $8,342-76.7% | $12,270-84.2% |