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 | $154,228-56.3% | $145,433-53.7% | $137,256-50.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.77% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $4,060 | $4,804-15.5% | $4,554-10.9% | $4,156-2.3% |
| Participant deferral / active EE | $11,174 | $8,216+36.0% | $7,897+41.5% | $6,407+74.4% |
| Admin fee / account holder | $2,642 | $14,344-81.6% | $13,129-79.9% | $12,270-78.5% |