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 | $41,895 | $102,393-59.1% | $147,041-71.5% | $80,911-48.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 26.31% | 134.95%-108.6pp | 419.21%-392.9pp | 35.63%-9.3pp |
| Employer contribution / active EE | $4,885 | $3,715+31.5% | $4,935-1.0% | $2,756+77.3% |
| Participant deferral / active EE | $9,553 | $6,647+43.7% | $8,071+18.4% | $4,297+122.3% |
| Admin fee / account holder | $2,673 | $7,943-66.3% | $13,006-79.4% | $6,935-61.5% |