Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,087 | $51,207-19.8% | $70,565-41.8% | $75,177-45.3% |
| Participation rate | 75.9% | 61.0%+14.9pp | 68.4%+7.5pp | 67.2%+8.7pp |
| Annual return | 61.74% | 30.05%+31.7pp | 32.79%+28.9pp | 160.75%-99.0pp |
| Employer contribution / active EE | $1,935 | $1,826+5.9% | $2,976-35.0% | $2,671-27.6% |
| Participant deferral / active EE | $5,873 | $2,850+106.1% | $4,568+28.6% | $4,126+42.3% |
| Admin fee / account holder | $1,884 | $4,097-54.0% | $6,430-70.7% | $5,651-66.7% |