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 | $43,121 | $154,193-72.0% | $130,045-66.8% | $139,466-69.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 21.38% | 32.51%-11.1pp | -137.30%+158.7pp | 373.66%-352.3pp |
| Employer contribution / active EE | $3,432 | $5,292-35.1% | $4,321-20.6% | $4,754-27.8% |
| Participant deferral / active EE | $7,642 | $6,709+13.9% | $5,820+31.3% | $6,712+13.9% |
| Admin fee / account holder | $685 | $13,989-95.1% | $10,600-93.5% | $11,409-94.0% |