Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $34,836 | $71,523-51.3% | $98,461-64.6% | $71,511-51.3% |
| Participation rate | 88.8% | 72.7%+16.1pp | 75.2%+13.6pp | 67.9%+20.9pp |
| Annual return | 60.14% | 32.43%+27.7pp | 21.17%+39.0pp | 28.86%+31.3pp |
| Employer contribution / active EE | $8,671 | $2,399+261.4% | $3,049+184.4% | $2,589+234.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,053 | $1,676-37.2% | $8,961-88.3% | $1,588-33.7% |