Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,307 | $97,289-68.8% | $92,805-67.3% | $155,188-80.5% |
| Participation rate | 90.0% | 84.2%+5.8pp | 83.5%+6.5pp | 80.8%+9.2pp |
| Annual return | 30.97% | 29.03%+1.9pp | 31.59%-0.6pp | 148.84%-117.9pp |
| Employer contribution / active EE | $7,053 | $3,632+94.2% | $3,424+106.0% | $4,248+66.0% |
| Participant deferral / active EE | $7,501 | $8,795-14.7% | $8,448-11.2% | $6,531+14.9% |
| Admin fee / account holder | $855 | $12,015-92.9% | $10,911-92.2% | $14,480-94.1% |