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 | $33,436 | $154,228-78.3% | $145,433-77.0% | $137,256-75.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.30% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $6,888 | $4,804+43.4% | $4,554+51.2% | $4,156+65.7% |
| Participant deferral / active EE | $4,046 | $8,216-50.8% | $7,897-48.8% | $6,407-36.9% |
| Admin fee / account holder | $1,082 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |