Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $59,631 | $97,289-38.7% | $92,805-35.7% | $155,188-61.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 25.21% | 29.03%-3.8pp | 31.59%-6.4pp | 148.84%-123.6pp |
| Employer contribution / active EE | $5,771 | $3,632+58.9% | $3,424+68.5% | $4,248+35.8% |
| Participant deferral / active EE | $15,532 | $8,795+76.6% | $8,448+83.9% | $6,531+137.8% |
| Admin fee / account holder | $3,302 | $12,015-72.5% | $10,911-69.7% | $14,480-77.2% |