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 | $67,401 | $155,555-56.7% | $146,866-54.1% | $155,188-56.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.77% | 115.41%-91.6pp | 102.85%-79.1pp | 148.84%-125.1pp |
| Employer contribution / active EE | $4,060 | $4,647-12.6% | $4,425-8.2% | $4,248-4.4% |
| Participant deferral / active EE | $11,174 | $8,044+38.9% | $7,759+44.0% | $6,531+71.1% |
| Admin fee / account holder | $2,642 | $14,755-82.1% | $13,620-80.6% | $14,480-81.8% |