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 | $25,766 | $106,749-75.9% | $145,433-82.3% | $82,448-68.7% |
| Participation rate | 92.2% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.1pp |
| Annual return | 85.24% | 27.59%+57.6pp | 66.58%+18.7pp | 41.64%+43.6pp |
| Employer contribution / active EE | $6,086 | $3,444+76.7% | $4,554+33.6% | $2,551+138.6% |
| Participant deferral / active EE | $9,917 | $6,519+52.1% | $7,897+25.6% | $4,139+139.6% |
| Admin fee / account holder | $4,339 | $8,390-48.3% | $13,129-66.9% | $7,234-40.0% |