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 | $43,433 | $99,875-56.5% | $146,866-70.4% | $86,983-50.1% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 23.54% | 28.10%-4.6pp | 102.85%-79.3pp | 25.83%-2.3pp |
| Employer contribution / active EE | $3,570 | $3,224+10.7% | $4,425-19.3% | $2,584+38.1% |
| Participant deferral / active EE | $10,555 | $6,322+66.9% | $7,759+36.0% | $4,194+151.7% |
| Admin fee / account holder | $2,130 | $7,838-72.8% | $13,620-84.4% | $7,856-72.9% |