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 | $32,985 | $56,894-42.0% | $84,753-61.1% | $62,881-47.5% |
| Participation rate | 83.9% | 68.5%+15.3pp | 76.6%+7.3pp | 69.3%+14.6pp |
| Annual return | 75.12% | 6.30%+68.8pp | 22.78%+52.3pp | 20.14%+55.0pp |
| Employer contribution / active EE | $3,299 | $2,400+37.5% | $3,574-7.7% | $2,281+44.6% |
| Participant deferral / active EE | $6,132 | $2,709+126.3% | $3,712+65.2% | $3,203+91.4% |
| Admin fee / account holder | $1,301 | $3,581-63.7% | $5,333-75.6% | $4,296-69.7% |