Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,262 | $97,125-54.4% | $86,233-48.7% | $137,256-67.8% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 16.30% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,101 | $2,841+9.1% | $2,504+23.8% | $4,156-25.4% |
| Participant deferral / active EE | $6,769 | $5,180+30.7% | $4,559+48.5% | $6,407+5.7% |
| Admin fee / account holder | $860 | $9,725-91.2% | $8,342-89.7% | $12,270-93.0% |