Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,845 | $81,208-54.6% | $98,916-62.8% | $79,858-53.9% |
| Participation rate | 95.5% | 72.5%+22.9pp | 76.0%+19.4pp | 69.6%+25.8pp |
| Annual return | 42.49% | 60.99%-18.5pp | 196.45%-154.0pp | 31.72%+10.8pp |
| Employer contribution / active EE | $3,845 | $1,960+96.2% | $2,689+43.0% | $2,471+55.6% |
| Participant deferral / active EE | $9,131 | $3,265+179.7% | $4,245+115.1% | $3,740+144.1% |
| Admin fee / account holder | $1,448 | $6,013-75.9% | $6,642-78.2% | $5,306-72.7% |