Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,299 | $174,379-78.6% | $152,093-75.5% | $138,895-73.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.92% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,384 | $4,652-48.7% | $4,175-42.9% | $4,194-43.2% |
| Participant deferral / active EE | $4,332 | $6,159-29.7% | $5,451-20.5% | $6,396-32.3% |
| Admin fee / account holder | $639 | $16,880-96.2% | $14,497-95.6% | $12,562-94.9% |