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 | $33,994 | $125,778-73.0% | $114,563-70.3% | $154,746-78.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 20.71% | 295.14%-274.4pp | 241.09%-220.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $3,280 | $2,806+16.9% | $2,592+26.5% | $4,379-25.1% |
| Participant deferral / active EE | $8,104 | $4,445+82.3% | $4,142+95.6% | $6,730+20.4% |
| Admin fee / account holder | $8,754 | $8,190+6.9% | $7,623+14.8% | $14,365-39.1% |