Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,599 | $76,551-62.6% | $123,894-76.9% | $62,881-54.5% |
| Participation rate | 81.8% | 73.0%+8.8pp | 81.4%+0.4pp | 69.3%+12.5pp |
| Annual return | 49.14% | 18.68%+30.5pp | 47.52%+1.6pp | 20.14%+29.0pp |
| Employer contribution / active EE | $2,976 | $2,882+3.2% | $4,617-35.5% | $2,281+30.5% |
| Participant deferral / active EE | $7,710 | $4,840+59.3% | $5,984+28.8% | $3,203+140.7% |
| Admin fee / account holder | $1,443 | $4,826-70.1% | $8,357-82.7% | $4,296-66.4% |