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 | $41,952 | $201,344-79.2% | $184,243-77.2% | $145,877-71.2% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 45.15% | 29.01%+16.1pp | 28.82%+16.3pp | 551.28%-506.1pp |
| Employer contribution / active EE | $3,286 | $7,022-53.2% | $6,427-48.9% | $4,663-29.5% |
| Participant deferral / active EE | $9,127 | $9,807-6.9% | $9,132-0.1% | $6,691+36.4% |
| Admin fee / account holder | $1,994 | $16,382-87.8% | $13,914-85.7% | $13,402-85.1% |