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 | $59,627 | $154,193-61.3% | $130,045-54.1% | $139,466-57.2% |
| Participation rate | 95.8% | 82.0%+13.9pp | 78.5%+17.3pp | 80.3%+15.5pp |
| Annual return | 40.84% | 32.51%+8.3pp | -137.30%+178.1pp | 373.66%-332.8pp |
| Employer contribution / active EE | $6,759 | $5,292+27.7% | $4,321+56.4% | $4,754+42.2% |
| Participant deferral / active EE | $13,043 | $6,709+94.4% | $5,820+124.1% | $6,712+94.3% |
| Admin fee / account holder | $1,999 | $13,989-85.7% | $10,600-81.1% | $11,409-82.5% |