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 | $68,064 | $184,014-63.0% | $161,149-57.8% | $138,895-51.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 20.90% | 21.52%-0.6pp | 21.16%-0.3pp | 145.39%-124.5pp |
| Employer contribution / active EE | $10,082 | $5,055+99.4% | $4,360+131.2% | $4,194+140.4% |
| Participant deferral / active EE | $9,682 | $6,909+40.1% | $6,153+57.3% | $6,396+51.4% |
| Admin fee / account holder | $1,333 | $18,027-92.6% | $15,194-91.2% | $12,562-89.4% |