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 | $49,804 | $162,136-69.3% | $152,301-67.3% | $154,746-67.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.03% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $7,620 | $4,890+55.8% | $4,624+64.8% | $4,379+74.0% |
| Participant deferral / active EE | $6,536 | $8,341-21.6% | $8,004-18.3% | $6,730-2.9% |
| Admin fee / account holder | $6,621 | $15,759-58.0% | $14,398-54.0% | $14,365-53.9% |