Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $37,015 | $172,111-78.5% | $150,298-75.4% | $137,256-73.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.50% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $6,660 | $4,636+43.6% | $4,154+60.3% | $4,156+60.2% |
| Participant deferral / active EE | $8,339 | $6,166+35.3% | $5,453+52.9% | $6,407+30.2% |
| Admin fee / account holder | $6,710 | $16,471-59.3% | $14,116-52.5% | $12,270-45.3% |