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 | $37,340 | $97,125-61.6% | $86,233-56.7% | $137,256-72.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 19.84% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,235 | $2,841+13.8% | $2,504+29.2% | $4,156-22.2% |
| Participant deferral / active EE | $9,097 | $5,180+75.6% | $4,559+99.5% | $6,407+42.0% |
| Admin fee / account holder | $1,101 | $9,725-88.7% | $8,342-86.8% | $12,270-91.0% |