Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $64,092 | $162,136-60.5% | $152,301-57.9% | $154,746-58.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.80% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,024 | $4,890-38.2% | $4,624-34.6% | $4,379-30.9% |
| Participant deferral / active EE | $4,484 | $8,341-46.2% | $8,004-44.0% | $6,730-33.4% |
| Admin fee / account holder | $12,431 | $15,759-21.1% | $14,398-13.7% | $14,365-13.5% |