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 | $42,645 | $97,125-56.1% | $86,233-50.5% | $137,256-68.9% |
| Participation rate | 86.4% | 74.2%+12.2pp | 69.0%+17.3pp | 80.0%+6.4pp |
| Annual return | 20.96% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,839 | $2,841-0.1% | $2,504+13.4% | $4,156-31.7% |
| Participant deferral / active EE | $7,191 | $5,180+38.8% | $4,559+57.7% | $6,407+12.2% |
| Admin fee / account holder | $2,759 | $9,725-71.6% | $8,342-66.9% | $12,270-77.5% |