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 | $74,637 | $102,938-27.5% | $94,105-20.7% | $138,895-46.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 28.71% | 250.28%-221.6pp | 204.55%-175.8pp | 145.39%-116.7pp |
| Employer contribution / active EE | $2,309 | $2,732-15.5% | $2,504-7.8% | $4,194-45.0% |
| Participant deferral / active EE | $2,779 | $4,196-33.8% | $3,881-28.4% | $6,396-56.6% |
| Admin fee / account holder | $442 | $6,600-93.3% | $6,199-92.9% | $12,562-96.5% |