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 | $36,970 | $94,031-60.7% | $115,768-68.1% | $82,448-55.2% |
| Participation rate | 97.6% | 70.4%+27.1pp | 74.4%+23.2pp | 68.1%+29.5pp |
| Annual return | 32.42% | 20.61%+11.8pp | 100.46%-68.0pp | 41.64%-9.2pp |
| Employer contribution / active EE | $7,823 | $2,323+236.7% | $2,940+166.1% | $2,551+206.7% |
| Participant deferral / active EE | $15,900 | $3,972+300.3% | $4,917+223.4% | $4,139+284.1% |
| Admin fee / account holder | $3,880 | $10,249-62.1% | $12,439-68.8% | $7,234-46.4% |