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 | $64,883 | $154,228-57.9% | $145,433-55.4% | $137,256-52.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.59% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $5,606 | $4,804+16.7% | $4,554+23.1% | $4,156+34.9% |
| Participant deferral / active EE | $11,787 | $8,216+43.5% | $7,897+49.3% | $6,407+84.0% |
| Admin fee / account holder | $592 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |