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 | $41,057 | $152,619-73.1% | $125,195-67.2% | $152,909-73.1% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.5%+4.2pp |
| Annual return | 15.94% | 54.85%-38.9pp | 43.79%-27.9pp | 345.46%-329.5pp |
| Employer contribution / active EE | $6,587 | $4,947+33.1% | $3,866+70.4% | $4,764+38.3% |
| Participant deferral / active EE | $4,737 | $5,869-19.3% | $4,937-4.1% | $5,851-19.0% |
| Admin fee / account holder | $2,183 | $13,437-83.8% | $9,704-77.5% | $11,601-81.2% |