Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $41,345 | $81,208-49.1% | $98,920-58.2% | $79,852-48.2% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 17.87% | 60.99%-43.1pp | 196.47%-178.6pp | 31.72%-13.9pp |
| Employer contribution / active EE | $2,054 | $1,960+4.8% | $2,689-23.6% | $2,471-16.9% |
| Participant deferral / active EE | $3,853 | $3,265+18.0% | $4,245-9.2% | $3,740+3.0% |
| Admin fee / account holder | $7,095 | $6,013+18.0% | $6,643+6.8% | $5,306+33.7% |