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 | $69,665 | $154,228-54.8% | $145,433-52.1% | $137,256-49.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.88% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,159 | $4,804-34.2% | $4,554-30.6% | $4,156-24.0% |
| Participant deferral / active EE | $5,876 | $8,216-28.5% | $7,897-25.6% | $6,407-8.3% |
| Admin fee / account holder | $884 | $14,344-93.8% | $13,129-93.3% | $12,270-92.8% |