Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $84,178 | $185,312-54.6% | $161,489-47.9% | $154,746-45.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.30% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,478 | $4,769-27.1% | $4,268-18.5% | $4,379-20.6% |
| Participant deferral / active EE | $11,314 | $6,350+78.2% | $5,630+101.0% | $6,730+68.1% |
| Admin fee / account holder | $1,623 | $18,654-91.3% | $16,006-89.9% | $14,365-88.7% |