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 | $52,345 | $154,228-66.1% | $145,433-64.0% | $137,256-61.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.33% | 74.59%-55.3pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $5,646 | $4,804+17.5% | $4,554+24.0% | $4,156+35.9% |
| Participant deferral / active EE | $16,758 | $8,216+104.0% | $7,897+112.2% | $6,407+161.6% |
| Admin fee / account holder | $12,229 | $14,344-14.7% | $13,129-6.9% | $12,270-0.3% |