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 | $78,483 | $154,228-49.1% | $145,433-46.0% | $137,256-42.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.55% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $5,902 | $4,804+22.8% | $4,554+29.6% | $4,156+42.0% |
| Participant deferral / active EE | $7,880 | $8,216-4.1% | $7,897-0.2% | $6,407+23.0% |
| Admin fee / account holder | $525 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |