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 | $34,862 | $78,423-55.5% | $95,964-63.7% | $79,856-56.3% |
| Participation rate | 79.3% | 73.5%+5.8pp | 77.1%+2.2pp | 69.6%+9.7pp |
| Annual return | 76.06% | 19.37%+56.7pp | 91.64%-15.6pp | 31.71%+44.3pp |
| Employer contribution / active EE | $2,410 | $1,945+23.9% | $2,541-5.2% | $2,471-2.5% |
| Participant deferral / active EE | $9,207 | $3,440+167.6% | $4,167+121.0% | $3,741+146.1% |
| Admin fee / account holder | $2,101 | $5,622-62.6% | $6,797-69.1% | $5,306-60.4% |