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 | $33,235 | $106,864-68.9% | $147,318-77.4% | $82,637-59.8% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 43.99% | 27.49%+16.5pp | 70.43%-26.4pp | 53.51%-9.5pp |
| Employer contribution / active EE | $5,729 | $3,417+67.7% | $4,593+24.7% | $2,552+124.5% |
| Participant deferral / active EE | $8,062 | $6,496+24.1% | $7,906+2.0% | $4,126+95.4% |
| Admin fee / account holder | $3,444 | $8,415-59.1% | $13,708-74.9% | $7,339-53.1% |