Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,261 | $156,398-76.8% | $147,318-75.4% | $138,895-73.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.99% | 78.75%-63.8pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,437 | $4,853-49.8% | $4,593-46.9% | $4,194-41.9% |
| Participant deferral / active EE | $3,250 | $8,237-60.5% | $7,906-58.9% | $6,396-49.2% |
| Admin fee / account holder | $439 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |