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 | $35,398 | $162,322-78.2% | $135,942-74.0% | - |
| Participation rate | 86.9% | 71.5%+15.3pp | 81.9%+5.0pp | - |
| Annual return | 92.34% | 15.22%+77.1pp | 68.28%+24.1pp | - |
| Employer contribution / active EE | $3,615 | $3,400+6.3% | $4,858-25.6% | - |
| Participant deferral / active EE | $6,674 | $5,722+16.6% | $7,759-14.0% | - |
| Admin fee / account holder | $2,783 | $23,877-88.3% | $10,764-74.1% | - |