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 | $39,504 | $154,228-74.4% | $145,433-72.8% | $137,256-71.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.11% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,209 | $4,804-33.2% | $4,554-29.6% | $4,156-22.8% |
| Participant deferral / active EE | $8,225 | $8,216+0.1% | $7,897+4.2% | $6,407+28.4% |
| Admin fee / account holder | $5,535 | $14,344-61.4% | $13,129-57.8% | $12,270-54.9% |