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 | $43,957 | $64,324-31.7% | $118,946-63.0% | $79,852-45.0% |
| Participation rate | 78.7% | 64.9%+13.8pp | 75.4%+3.3pp | 69.6%+9.0pp |
| Annual return | 25.66% | 86.45%-60.8pp | 35.89%-10.2pp | 31.72%-6.1pp |
| Employer contribution / active EE | $4,266 | $1,836+132.3% | $3,263+30.7% | $2,471+72.6% |
| Participant deferral / active EE | $8,447 | $2,824+199.1% | $4,266+98.0% | $3,740+125.8% |
| Admin fee / account holder | $2,065 | $4,040-48.9% | $6,581-68.6% | $5,306-61.1% |