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 | $34,961 | $125,778-72.2% | $114,563-69.5% | $154,746-77.4% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.9%+15.3pp | 80.7%+7.5pp |
| Annual return | 16.65% | 295.14%-278.5pp | 241.09%-224.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $7,984 | $2,806+184.5% | $2,592+208.0% | $4,379+82.3% |
| Participant deferral / active EE | $6,695 | $4,445+50.6% | $4,142+61.6% | $6,730-0.5% |
| Admin fee / account holder | $487 | $8,190-94.1% | $7,623-93.6% | $14,365-96.6% |