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 | $63,225 | $209,336-69.8% | $197,124-67.9% | $137,256-53.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.33% | 48.09%-24.8pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,732 | $6,591-28.2% | $6,227-24.0% | $4,156+13.9% |
| Participant deferral / active EE | $8,852 | $9,614-7.9% | $9,135-3.1% | $6,407+38.2% |
| Admin fee / account holder | $1,189 | $17,308-93.1% | $16,298-92.7% | $12,270-90.3% |