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 | $62,756 | $125,797-50.1% | $170,043-63.1% | $75,173-16.5% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 28.42% | 27.20%+1.2pp | 53.40%-25.0pp | 160.72%-132.3pp |
| Employer contribution / active EE | $12,431 | $4,616+169.3% | $6,790+83.1% | $2,671+365.4% |
| Participant deferral / active EE | $9,985 | $6,838+46.0% | $10,410-4.1% | $4,126+142.0% |
| Admin fee / account holder | $2,913 | $8,177-64.4% | $12,824-77.3% | $5,651-48.5% |