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 | $23,828 | $63,365-62.4% | $91,994-74.1% | $72,975-67.3% |
| Participation rate | 96.4% | 72.5%+23.9pp | 78.6%+17.8pp | 69.5%+26.9pp |
| Annual return | 36.66% | 35.35%+1.3pp | 69.04%-32.4pp | 81.01%-44.4pp |
| Employer contribution / active EE | $3,094 | $2,116+46.3% | $3,453-10.4% | $2,440+26.8% |
| Participant deferral / active EE | $8,718 | $4,883+78.5% | $5,924+47.2% | $3,608+141.6% |
| Admin fee / account holder | $573 | $4,670-87.7% | $7,744-92.6% | $5,124-88.8% |