Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $82,825 | $154,228-46.3% | $145,433-43.0% | $137,256-39.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.75% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,376 | $4,804-8.9% | $4,554-3.9% | $4,156+5.3% |
| Participant deferral / active EE | $5,484 | $8,216-33.3% | $7,897-30.6% | $6,407-14.4% |
| Admin fee / account holder | $4,702 | $14,344-67.2% | $13,129-64.2% | $12,270-61.7% |