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 | $41,673 | $154,228-73.0% | $145,433-71.3% | $137,256-69.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.15% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,778 | $4,804-42.2% | $4,554-39.0% | $4,156-33.2% |
| Participant deferral / active EE | $3,444 | $8,216-58.1% | $7,897-56.4% | $6,407-46.2% |
| Admin fee / account holder | $2,852 | $14,344-80.1% | $13,129-78.3% | $12,270-76.8% |