Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,283 | $155,555-78.6% | $146,866-77.3% | $155,188-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.54% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $3,225 | $4,647-30.6% | $4,425-27.1% | $4,248-24.1% |
| Participant deferral / active EE | $3,892 | $8,044-51.6% | $7,759-49.8% | $6,531-40.4% |
| Admin fee / account holder | $6,524 | $14,755-55.8% | $13,620-52.1% | $14,480-54.9% |