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 | $37,509 | $196,972-81.0% | $182,262-79.4% | $198,609-81.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 11.85% | 158.27%-146.4pp | 140.60%-128.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $2,938 | $5,364-45.2% | $5,046-41.8% | $5,055-41.9% |
| Participant deferral / active EE | $8,650 | $8,643+0.1% | $8,276+4.5% | $6,977+24.0% |
| Admin fee / account holder | $3,849 | $18,429-79.1% | $16,712-77.0% | $19,030-79.8% |