Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $47,244 | $154,228-69.4% | $145,433-67.5% | $137,256-65.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.69% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,229 | $4,804-32.8% | $4,554-29.1% | $4,156-22.3% |
| Participant deferral / active EE | $9,429 | $8,216+14.8% | $7,897+19.4% | $6,407+47.2% |
| Admin fee / account holder | $1,067 | $14,344-92.6% | $13,129-91.9% | $12,270-91.3% |