Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $76,770 | $209,336-63.3% | $197,124-61.1% | $137,256-44.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 56.22% | 48.09%+8.1pp | 44.34%+11.9pp | 220.34%-164.1pp |
| Employer contribution / active EE | $5,724 | $6,591-13.1% | $6,227-8.1% | $4,156+37.7% |
| Participant deferral / active EE | $12,934 | $9,614+34.5% | $9,135+41.6% | $6,407+101.9% |
| Admin fee / account holder | $7,414 | $17,308-57.2% | $16,298-54.5% | $12,270-39.6% |