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 | $62,099 | $154,228-59.7% | $145,433-57.3% | $137,256-54.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.91% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,464 | $4,804-27.9% | $4,554-23.9% | $4,156-16.7% |
| Participant deferral / active EE | $8,981 | $8,216+9.3% | $7,897+13.7% | $6,407+40.2% |
| Admin fee / account holder | $16,542 | $14,344+15.3% | $13,129+26.0% | $12,270+34.8% |