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 | $56,021 | $51,631+8.5% | $129,397-56.7% | $80,925-30.8% |
| Participation rate | 89.7% | 56.9%+32.7pp | 69.6%+20.0pp | 67.7%+22.0pp |
| Annual return | 23.05% | 20.77%+2.3pp | 9453.98%-9430.9pp | 35.65%-12.6pp |
| Employer contribution / active EE | $7,193 | $1,583+354.4% | $4,154+73.2% | $2,756+161.0% |
| Participant deferral / active EE | $9,041 | $2,670+238.6% | $4,167+117.0% | $4,299+110.3% |
| Admin fee / account holder | $7,815 | $4,309+81.4% | $7,679+1.8% | $6,940+12.6% |