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 | $30,175 | $57,057-47.1% | $85,009-64.5% | $80,874-62.7% |
| Participation rate | 96.0% | 56.4%+39.6pp | 67.5%+28.5pp | 67.6%+28.4pp |
| Annual return | 79.16% | 21.66%+57.5pp | 66.47%+12.7pp | 35.62%+43.5pp |
| Employer contribution / active EE | $6,198 | $1,799+244.6% | $2,728+127.2% | $2,756+124.9% |
| Participant deferral / active EE | $12,864 | $3,112+313.4% | $4,522+184.5% | $4,297+199.4% |
| Admin fee / account holder | $9,022 | $4,986+81.0% | $6,153+46.6% | $6,935+30.1% |