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 | $31,241 | $123,155-74.6% | $108,753-71.3% | $155,188-79.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.78% | 44.73%-23.9pp | 37.47%-16.7pp | 148.84%-128.1pp |
| Employer contribution / active EE | $5,720 | $2,811+103.5% | $2,427+135.7% | $4,248+34.6% |
| Participant deferral / active EE | $6,707 | $4,623+45.1% | $4,115+63.0% | $6,531+2.7% |
| Admin fee / account holder | $11,873 | $12,126-2.1% | $10,320+15.1% | $14,480-18.0% |