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 | $50,346 | $185,312-72.8% | $161,489-68.8% | $154,746-67.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.65% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $9,494 | $4,769+99.1% | $4,268+122.4% | $4,379+116.8% |
| Participant deferral / active EE | $16,269 | $6,350+156.2% | $5,630+189.0% | $6,730+141.7% |
| Admin fee / account holder | $32,483 | $18,654+74.1% | $16,006+102.9% | $14,365+126.1% |