Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $65,619 | $143,969-54.4% | $199,883-67.2% | $82,637-20.6% |
| Participation rate | 97.0% | 84.1%+12.8pp | 86.8%+10.2pp | 68.1%+28.9pp |
| Annual return | 34.56% | 25.67%+8.9pp | 43.81%-9.3pp | 53.51%-18.9pp |
| Employer contribution / active EE | $9,087 | $4,632+96.2% | $6,261+45.1% | $2,552+256.0% |
| Participant deferral / active EE | $15,040 | $6,937+116.8% | $9,138+64.6% | $4,126+264.5% |
| Admin fee / account holder | $1,828 | $14,597-87.5% | $17,268-89.4% | $7,339-75.1% |