Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $62,887 | $154,228-59.2% | $145,433-56.8% | $137,256-54.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.02% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $5,890 | $4,804+22.6% | $4,554+29.3% | $4,156+41.7% |
| Participant deferral / active EE | $9,561 | $8,216+16.4% | $7,897+21.1% | $6,407+49.2% |
| Admin fee / account holder | $961 | $14,344-93.3% | $13,129-92.7% | $12,270-92.2% |