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 | $66,535 | $155,555-57.2% | $146,866-54.7% | $155,188-57.1% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.5%+12.7pp | 80.8%+14.4pp |
| Annual return | 32.65% | 115.41%-82.8pp | 102.85%-70.2pp | 148.84%-116.2pp |
| Employer contribution / active EE | $2,216 | $4,647-52.3% | $4,425-49.9% | $4,248-47.8% |
| Participant deferral / active EE | $7,447 | $8,044-7.4% | $7,759-4.0% | $6,531+14.0% |
| Admin fee / account holder | $307 | $14,755-97.9% | $13,620-97.7% | $14,480-97.9% |