Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,663 | $93,345-59.7% | $119,126-68.4% | $87,485-56.9% |
| Participation rate | 87.1% | 68.7%+18.4pp | 75.8%+11.3pp | 68.9%+18.2pp |
| Annual return | 15.28% | 19.08%-3.8pp | 282.11%-266.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $3,956 | $3,172+24.7% | $4,034-1.9% | $2,596+52.4% |
| Participant deferral / active EE | $5,393 | $4,099+31.6% | $5,318+1.4% | $4,274+26.2% |
| Admin fee / account holder | $753 | $8,039-90.6% | $10,693-93.0% | $7,775-90.3% |