Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,797 | $47,479+0.7% | $62,929-24.0% | $82,448-42.0% |
| Participation rate | 95.5% | 66.9%+28.6pp | 73.1%+22.3pp | 68.1%+27.4pp |
| Annual return | 25.29% | 20.34%+4.9pp | 1063.93%-1038.6pp | 41.64%-16.3pp |
| Employer contribution / active EE | $4,341 | $1,885+130.2% | $2,505+73.3% | $2,551+70.2% |
| Participant deferral / active EE | $7,134 | $2,870+148.5% | $3,888+83.5% | $4,139+72.3% |
| Admin fee / account holder | $3,415 | $3,804-10.2% | $5,065-32.6% | $7,234-52.8% |