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 | $55,587 | $223,823-75.2% | $211,142-73.7% | $154,746-64.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.60% | 50.39%-32.8pp | 46.84%-29.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,101 | $6,787-69.0% | $6,442-67.4% | $4,379-52.0% |
| Participant deferral / active EE | $18,550 | $9,750+90.2% | $9,284+99.8% | $6,730+175.6% |
| Admin fee / account holder | $996 | $19,707-94.9% | $19,076-94.8% | $14,365-93.1% |