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 | $47,161 | $227,399-79.3% | $189,758-75.1% | $198,609-76.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 22.38% | 61.03%-38.6pp | 52.62%-30.2pp | 202.70%-180.3pp |
| Employer contribution / active EE | $2,054 | $5,526-62.8% | $4,767-56.9% | $5,055-59.4% |
| Participant deferral / active EE | $8,301 | $6,837+21.4% | $5,856+41.7% | $6,977+19.0% |
| Admin fee / account holder | $652 | $25,162-97.4% | $20,388-96.8% | $19,030-96.6% |