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 | $66,104 | $156,398-57.7% | $147,318-55.1% | $138,895-52.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.24% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $5,272 | $4,853+8.6% | $4,593+14.8% | $4,194+25.7% |
| Participant deferral / active EE | $8,418 | $8,237+2.2% | $7,906+6.5% | $6,396+31.6% |
| Admin fee / account holder | $469 | $14,976-96.9% | $13,708-96.6% | $12,562-96.3% |