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 | $27,025 | $76,371-64.6% | $93,621-71.1% | $72,976-63.0% |
| Participation rate | 80.8% | 71.8%+9.0pp | 75.8%+4.9pp | 69.5%+11.3pp |
| Annual return | 56.35% | 25.82%+30.5pp | 32.76%+23.6pp | 81.02%-24.7pp |
| Employer contribution / active EE | $3,287 | $2,276+44.4% | $2,719+20.9% | $2,440+34.7% |
| Participant deferral / active EE | $6,936 | $3,538+96.0% | $4,070+70.4% | $3,608+92.3% |
| Admin fee / account holder | $2,376 | $6,839-65.3% | $7,890-69.9% | $5,124-53.6% |