Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,641 | $154,228-71.1% | $145,433-69.3% | $137,256-67.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.86% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,382 | $4,804+12.0% | $4,554+18.2% | $4,156+29.5% |
| Participant deferral / active EE | $8,581 | $8,216+4.4% | $7,897+8.7% | $6,407+33.9% |
| Admin fee / account holder | $518 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |