Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,876 | $174,379-67.4% | $152,093-62.6% | $138,895-59.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.05% | 74.86%-61.8pp | 66.36%-53.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $13,761 | $4,652+195.8% | $4,175+229.6% | $4,194+228.1% |
| Participant deferral / active EE | $9,449 | $6,159+53.4% | $5,451+73.3% | $6,396+47.7% |
| Admin fee / account holder | $2,860 | $16,880-83.1% | $14,497-80.3% | $12,562-77.2% |