Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $63,263 | $154,228-59.0% | $145,433-56.5% | $137,256-53.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.45% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,307 | $4,804-72.8% | $4,554-71.3% | $4,156-68.5% |
| Participant deferral / active EE | $4,725 | $8,216-42.5% | $7,897-40.2% | $6,407-26.3% |
| Admin fee / account holder | $3,428 | $14,344-76.1% | $13,129-73.9% | $12,270-72.1% |