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 | $47,961 | $72,071-33.5% | $68,368-29.8% | $137,256-65.1% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 19.11% | 353.14%-334.0pp | 292.57%-273.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,552 | $2,788-44.3% | $2,649-41.4% | $4,156-62.7% |
| Participant deferral / active EE | $5,402 | $4,410+22.5% | $4,123+31.0% | $6,407-15.7% |
| Admin fee / account holder | $2,863 | $5,336-46.3% | $5,150-44.4% | $12,270-76.7% |