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 | $55,910 | $174,379-67.9% | $152,093-63.2% | $138,895-59.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.49% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,687 | $4,652-63.7% | $4,175-59.6% | $4,194-59.8% |
| Participant deferral / active EE | $6,899 | $6,159+12.0% | $5,451+26.6% | $6,396+7.9% |
| Admin fee / account holder | $3,958 | $16,880-76.5% | $14,497-72.7% | $12,562-68.5% |