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 | $66,194 | $154,228-57.1% | $145,433-54.5% | $137,256-51.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.79% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $20,659 | $4,804+330.0% | $4,554+353.6% | $4,156+397.1% |
| Participant deferral / active EE | $9,533 | $8,216+16.0% | $7,897+20.7% | $6,407+48.8% |
| Admin fee / account holder | $10,255 | $14,344-28.5% | $13,129-21.9% | $12,270-16.4% |