Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $58,964 | $156,398-62.3% | $147,318-60.0% | $138,895-57.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.09% | 78.75%-56.7pp | 70.43%-48.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $4,786 | $4,853-1.4% | $4,593+4.2% | $4,194+14.1% |
| Participant deferral / active EE | $10,927 | $8,237+32.7% | $7,906+38.2% | $6,396+70.8% |
| Admin fee / account holder | $2,291 | $14,976-84.7% | $13,708-83.3% | $12,562-81.8% |