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 | $45,337 | $172,111-73.7% | $150,298-69.8% | $137,256-67.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.91% | 69.37%-48.5pp | 62.79%-41.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,622 | $4,636-65.0% | $4,154-61.0% | $4,156-61.0% |
| Participant deferral / active EE | $9,988 | $6,166+62.0% | $5,453+83.2% | $6,407+55.9% |
| Admin fee / account holder | $1,127 | $16,471-93.2% | $14,116-92.0% | $12,270-90.8% |