Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $62,292 | $178,174-65.0% | $156,181-60.1% | $137,256-54.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.43% | 84.19%-68.8pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $18,848 | $4,972+279.1% | $4,294+338.9% | $4,156+353.5% |
| Participant deferral / active EE | $6,200 | $6,888-10.0% | $6,132+1.1% | $6,407-3.2% |
| Admin fee / account holder | $21,639 | $17,404+24.3% | $14,586+48.4% | $12,270+76.4% |