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 | $77,299 | $154,228-49.9% | $145,433-46.8% | $137,256-43.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.39% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,004 | $4,804+25.0% | $4,554+31.8% | $4,156+44.5% |
| Participant deferral / active EE | $15,650 | $8,216+90.5% | $7,897+98.2% | $6,407+144.3% |
| Admin fee / account holder | $1,485 | $14,344-89.6% | $13,129-88.7% | $12,270-87.9% |