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 | $32,341 | $101,795-68.2% | $165,100-80.4% | $80,959-60.1% |
| Participation rate | 85.2% | 71.8%+13.4pp | 78.6%+6.6pp | 67.7%+17.5pp |
| Annual return | 31.14% | 16.73%+14.4pp | 70.21%-39.1pp | 35.67%-4.5pp |
| Employer contribution / active EE | $6,807 | $2,954+130.5% | $4,348+56.6% | $2,757+146.9% |
| Participant deferral / active EE | $14,212 | $4,476+217.5% | $6,035+135.5% | $4,300+230.5% |
| Admin fee / account holder | $5,715 | $8,221-30.5% | $12,696-55.0% | $6,925-17.5% |