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 | $58,669 | $156,398-62.5% | $147,318-60.2% | $138,895-57.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.64% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,565 | $4,853-67.8% | $4,593-65.9% | $4,194-62.7% |
| Participant deferral / active EE | $6,046 | $8,237-26.6% | $7,906-23.5% | $6,396-5.5% |
| Admin fee / account holder | $348 | $14,976-97.7% | $13,708-97.5% | $12,562-97.2% |