Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,091 | $154,228-67.5% | $145,433-65.6% | $137,256-63.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.76% | 74.59%-47.8pp | 66.58%-39.8pp | 220.34%-193.6pp |
| Employer contribution / active EE | $15,237 | $4,804+217.2% | $4,554+234.6% | $4,156+266.6% |
| Participant deferral / active EE | $5,973 | $8,216-27.3% | $7,897-24.4% | $6,407-6.8% |
| Admin fee / account holder | $3,504 | $14,344-75.6% | $13,129-73.3% | $12,270-71.4% |