Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $50,173 | $115,796-56.7% | $101,264-50.5% | $158,950-68.4% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 18.70% | 56.15%-37.5pp | 46.48%-27.8pp | 302.91%-284.2pp |
| Employer contribution / active EE | $2,540 | $4,175-39.2% | $3,660-30.6% | $4,762-46.7% |
| Participant deferral / active EE | $5,531 | $4,958+11.6% | $4,370+26.6% | $5,983-7.5% |
| Admin fee / account holder | $2,960 | $7,247-59.2% | $5,947-50.2% | $11,248-73.7% |