Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,975 | $77,523-57.5% | $100,383-67.2% | $80,874-59.2% |
| Participation rate | 74.6% | 77.0%-2.3pp | 81.5%-6.9pp | 67.6%+7.0pp |
| Annual return | 43.27% | 37.21%+6.1pp | 49.26%-6.0pp | 35.62%+7.7pp |
| Employer contribution / active EE | $3,983 | $2,801+42.2% | $3,944+1.0% | $2,756+44.5% |
| Participant deferral / active EE | $7,938 | $6,822+16.4% | $8,086-1.8% | $4,297+84.7% |
| Admin fee / account holder | $3,053 | $5,899-48.2% | $7,900-61.4% | $6,935-56.0% |