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 | $38,795 | $108,897-64.4% | $100,378-61.4% | $145,877-73.4% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 11.07% | 58.17%-47.1pp | 49.41%-38.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $4,832 | $4,420+9.3% | $3,942+22.6% | $4,663+3.6% |
| Participant deferral / active EE | $7,710 | $8,455-8.8% | $8,087-4.7% | $6,691+15.2% |
| Admin fee / account holder | $12,534 | $9,690+29.3% | $7,899+58.7% | $13,402-6.5% |