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 | $47,579 | $156,398-69.6% | $147,318-67.7% | $138,895-65.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.51% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,268 | $4,853-32.7% | $4,593-28.9% | $4,194-22.1% |
| Participant deferral / active EE | $11,019 | $8,237+33.8% | $7,906+39.4% | $6,396+72.3% |
| Admin fee / account holder | $1,129 | $14,976-92.5% | $13,708-91.8% | $12,562-91.0% |