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 | $51,810 | $100,970-48.7% | $96,576-46.4% | $137,256-62.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.02% | 38.16%-16.1pp | 38.47%-16.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,894 | $3,809+2.2% | $3,553+9.6% | $4,156-6.3% |
| Participant deferral / active EE | $13,721 | $8,286+65.6% | $7,956+72.4% | $6,407+114.2% |
| Admin fee / account holder | $1,476 | $11,312-87.0% | $11,381-87.0% | $12,270-88.0% |