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 | $156,398-48.5% | $147,318-45.3% | $138,895-42.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.34% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $5,310 | $4,853+9.4% | $4,593+15.6% | $4,194+26.6% |
| Participant deferral / active EE | $12,924 | $8,237+56.9% | $7,906+63.5% | $6,396+102.1% |
| Admin fee / account holder | $17,611 | $14,976+17.6% | $13,708+28.5% | $12,562+40.2% |