Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,663 | $154,228-75.6% | $145,433-74.1% | $137,256-72.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.36% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,053 | $4,804-15.6% | $4,554-11.0% | $4,156-2.5% |
| Participant deferral / active EE | $15,217 | $8,216+85.2% | $7,897+92.7% | $6,407+137.5% |
| Admin fee / account holder | $7,905 | $14,344-44.9% | $13,129-39.8% | $12,270-35.6% |