Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,363 | $185,312-77.7% | $161,489-74.4% | $154,746-73.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.02% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,545 | $4,769-25.7% | $4,268-17.0% | $4,379-19.1% |
| Participant deferral / active EE | $13,091 | $6,350+106.2% | $5,630+132.5% | $6,730+94.5% |
| Admin fee / account holder | $13,634 | $18,654-26.9% | $16,006-14.8% | $14,365-5.1% |