Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,416 | $78,197-48.3% | $98,090-58.8% | $82,637-51.1% |
| Participation rate | 76.1% | 77.5%-1.3pp | 81.5%-5.4pp | 68.1%+8.1pp |
| Annual return | 56.86% | 40.25%+16.6pp | 37.05%+19.8pp | 53.51%+3.4pp |
| Employer contribution / active EE | $2,674 | $2,605+2.7% | $3,606-25.8% | $2,552+4.8% |
| Participant deferral / active EE | $6,520 | $6,636-1.7% | $7,845-16.9% | $4,126+58.0% |
| Admin fee / account holder | $2,407 | $14,832-83.8% | $11,815-79.6% | $7,339-67.2% |