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 | $80,565 | $154,228-47.8% | $145,433-44.6% | $137,256-41.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.34% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,310 | $4,804+10.5% | $4,554+16.6% | $4,156+27.8% |
| Participant deferral / active EE | $12,924 | $8,216+57.3% | $7,897+63.6% | $6,407+101.7% |
| Admin fee / account holder | $17,611 | $14,344+22.8% | $13,129+34.1% | $12,270+43.5% |