Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,107 | $132,634-70.5% | $115,768-66.2% | $137,256-71.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 18.45% | 160.70%-142.2pp | 100.46%-82.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,377 | $3,360+0.5% | $2,940+14.9% | $4,156-18.7% |
| Participant deferral / active EE | $7,398 | $5,619+31.7% | $4,917+50.5% | $6,407+15.5% |
| Admin fee / account holder | $3,410 | $15,028-77.3% | $12,439-72.6% | $12,270-72.2% |