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 | $44,709 | $125,778-64.5% | $114,563-61.0% | $154,746-71.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 33.50% | 295.14%-261.6pp | 241.09%-207.6pp | 172.34%-138.8pp |
| Employer contribution / active EE | $5,320 | $2,806+89.6% | $2,592+105.2% | $4,379+21.5% |
| Participant deferral / active EE | $8,840 | $4,445+98.9% | $4,142+113.4% | $6,730+31.3% |
| Admin fee / account holder | $503 | $8,190-93.9% | $7,623-93.4% | $14,365-96.5% |