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 | $51,219 | $81,696-37.3% | $70,494-27.3% | $158,982-67.8% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 15.24% | 208.70%-193.5pp | 109.16%-93.9pp | 302.99%-287.8pp |
| Employer contribution / active EE | $928 | $3,220-71.2% | $2,738-66.1% | $4,763-80.5% |
| Participant deferral / active EE | $1,728 | $4,558-62.1% | $3,711-53.4% | $5,983-71.1% |
| Admin fee / account holder | $923 | $6,200-85.1% | $3,848-76.0% | $11,252-91.8% |