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 | $36,599 | $93,598-60.9% | $135,974-73.1% | $75,173-51.3% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 36.03% | 30.89%+5.1pp | 68.30%-32.3pp | 160.72%-124.7pp |
| Employer contribution / active EE | $9,198 | $3,538+160.0% | $4,859+89.3% | $2,671+244.4% |
| Participant deferral / active EE | $6,298 | $6,405-1.7% | $7,760-18.8% | $4,126+52.6% |
| Admin fee / account holder | $2,302 | $6,978-67.0% | $10,767-78.6% | $5,651-59.3% |