Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,683 | $181,062-82.5% | $158,223-80.0% | $155,188-79.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.92% | 57.39%-42.5pp | 52.09%-37.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $5,633 | $4,565+23.4% | $4,109+37.1% | $4,248+32.6% |
| Participant deferral / active EE | $7,774 | $6,134+26.7% | $5,467+42.2% | $6,531+19.0% |
| Admin fee / account holder | $693 | $18,825-96.3% | $16,047-95.7% | $14,480-95.2% |