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 | $64,475 | $156,398-58.8% | $147,318-56.2% | $138,895-53.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.82% | 78.75%-56.9pp | 70.43%-48.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $5,079 | $4,853+4.6% | $4,593+10.6% | $4,194+21.1% |
| Participant deferral / active EE | $9,322 | $8,237+13.2% | $7,906+17.9% | $6,396+45.7% |
| Admin fee / account holder | $1,107 | $14,976-92.6% | $13,708-91.9% | $12,562-91.2% |