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 | $29,327 | $155,555-81.1% | $146,866-80.0% | $155,188-81.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.70% | 115.41%-96.7pp | 102.85%-84.2pp | 148.84%-130.1pp |
| Employer contribution / active EE | $2,798 | $4,647-39.8% | $4,425-36.8% | $4,248-34.1% |
| Participant deferral / active EE | $5,506 | $8,044-31.5% | $7,759-29.0% | $6,531-15.7% |
| Admin fee / account holder | $1,814 | $14,755-87.7% | $13,620-86.7% | $14,480-87.5% |