Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,635 | $165,381-65.1% | $149,730-61.5% | $158,966-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.18% | 348.29%-320.1pp | 276.70%-248.5pp | 302.95%-274.8pp |
| Employer contribution / active EE | $1,755 | $5,104-65.6% | $4,645-62.2% | $4,762-63.1% |
| Participant deferral / active EE | $13,884 | $7,182+93.3% | $6,843+102.9% | $5,983+132.1% |
| Admin fee / account holder | $736 | $10,809-93.2% | $9,310-92.1% | $11,250-93.5% |