Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,586 | $99,875-57.4% | $146,866-71.0% | $86,983-51.0% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 39.40% | 28.10%+11.3pp | 102.85%-63.5pp | 25.83%+13.6pp |
| Employer contribution / active EE | $3,976 | $3,224+23.3% | $4,425-10.1% | $2,584+53.9% |
| Participant deferral / active EE | $16,758 | $6,322+165.1% | $7,759+116.0% | $4,194+299.6% |
| Admin fee / account holder | $11,683 | $7,838+49.1% | $13,620-14.2% | $7,856+48.7% |