Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $43,991 | $100,811-56.4% | $86,698-49.3% | $134,545-67.3% |
| Participation rate | 88.9% | 79.0%+9.9pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | 33.46% | 29.11%+4.3pp | 35.96%-2.5pp | 418.37%-384.9pp |
| Employer contribution / active EE | $4,365 | $3,490+25.1% | $2,837+53.9% | $4,742-7.9% |
| Participant deferral / active EE | $7,349 | $5,339+37.6% | $4,656+57.8% | $6,401+14.8% |
| Admin fee / account holder | $567 | $10,926-94.8% | $7,492-92.4% | $11,431-95.0% |