Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,293 | $107,421-61.6% | $182,262-77.3% | $94,015-56.1% |
| Participation rate | 84.6% | 77.8%+6.8pp | 84.2%+0.4pp | 70.8%+13.8pp |
| Annual return | 16.09% | 21.32%-5.2pp | 140.60%-124.5pp | 17.84%-1.8pp |
| Employer contribution / active EE | $2,949 | $3,448-14.5% | $5,046-41.6% | $2,790+5.7% |
| Participant deferral / active EE | $6,123 | $6,558-6.6% | $8,276-26.0% | $4,249+44.1% |
| Admin fee / account holder | $1,168 | $8,692-86.6% | $16,712-93.0% | $8,951-87.0% |