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 | $40,027 | $105,284-62.0% | $150,734-73.4% | $94,015-57.4% |
| Participation rate | 92.6% | 71.7%+20.9pp | 78.4%+14.2pp | 70.8%+21.8pp |
| Annual return | 15.35% | 15.67%-0.3pp | 600.81%-585.5pp | 17.84%-2.5pp |
| Employer contribution / active EE | $7,262 | $3,599+101.8% | $4,918+47.7% | $2,790+160.3% |
| Participant deferral / active EE | $4,952 | $4,274+15.9% | $5,610-11.7% | $4,249+16.5% |
| Admin fee / account holder | $2,522 | $9,839-74.4% | $14,905-83.1% | $8,951-71.8% |