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 | $42,045 | $157,304-73.3% | $141,197-70.2% | $152,909-72.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 25.35% | 64.34%-39.0pp | 71.41%-46.1pp | 345.46%-320.1pp |
| Employer contribution / active EE | $2,321 | $5,263-55.9% | $4,736-51.0% | $4,764-51.3% |
| Participant deferral / active EE | $7,236 | $7,111+1.8% | $6,710+7.8% | $5,851+23.7% |
| Admin fee / account holder | $2,498 | $12,126-79.4% | $10,265-75.7% | $11,601-78.5% |