Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,193 | $106,524-65.1% | $152,301-75.6% | $87,485-57.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 30.23% | 26.89%+3.3pp | 80.50%-50.3pp | 26.06%+4.2pp |
| Employer contribution / active EE | $4,474 | $3,371+32.7% | $4,624-3.2% | $2,596+72.3% |
| Participant deferral / active EE | $11,831 | $6,525+81.3% | $8,004+47.8% | $4,274+176.8% |
| Admin fee / account holder | $3,207 | $8,287-61.3% | $14,398-77.7% | $7,775-58.7% |