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 | $31,701 | $78,428-59.6% | $95,960-67.0% | $79,852-60.3% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 35.59% | 19.37%+16.2pp | 91.63%-56.0pp | 31.72%+3.9pp |
| Employer contribution / active EE | $2,737 | $1,945+40.7% | $2,541+7.7% | $2,471+10.8% |
| Participant deferral / active EE | $9,785 | $3,440+184.5% | $4,167+134.8% | $3,740+161.6% |
| Admin fee / account holder | $1,425 | $5,622-74.7% | $6,797-79.0% | $5,306-73.2% |