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 | $23,502 | $185,312-87.3% | $161,489-85.4% | $154,746-84.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.37% | 103.84%-83.5pp | 89.72%-69.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $4,609 | $4,769-3.3% | $4,268+8.0% | $4,379+5.3% |
| Participant deferral / active EE | $8,518 | $6,350+34.1% | $5,630+51.3% | $6,730+26.6% |
| Admin fee / account holder | $1,548 | $18,654-91.7% | $16,006-90.3% | $14,365-89.2% |