Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $41,275 | $85,766-51.9% | $136,298-69.7% | $70,126-41.1% |
| Participation rate | 78.3% | 74.2%+4.1pp | 81.9%-3.7pp | 69.5%+8.7pp |
| Annual return | 22.63% | 31.46%-8.8pp | 5156.27%-5133.6pp | 73.15%-50.5pp |
| Employer contribution / active EE | $5,058 | $2,966+70.5% | $4,696+7.7% | $2,343+115.9% |
| Participant deferral / active EE | $7,144 | $5,051+41.4% | $6,247+14.3% | $3,332+114.4% |
| Admin fee / account holder | $999 | $5,421-81.6% | $9,244-89.2% | $4,645-78.5% |