Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $71,444 | $154,228-53.7% | $145,433-50.9% | $137,256-47.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.39% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,992 | $4,804-37.7% | $4,554-34.3% | $4,156-28.0% |
| Participant deferral / active EE | $3,651 | $8,216-55.6% | $7,897-53.8% | $6,407-43.0% |
| Admin fee / account holder | $443 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |