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 | $31,893 | $156,398-79.6% | $147,318-78.4% | $138,895-77.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 32.04% | 78.75%-46.7pp | 70.43%-38.4pp | 145.39%-113.4pp |
| Employer contribution / active EE | $5,935 | $4,853+22.3% | $4,593+29.2% | $4,194+41.5% |
| Participant deferral / active EE | $11,392 | $8,237+38.3% | $7,906+44.1% | $6,396+78.1% |
| Admin fee / account holder | $2,795 | $14,976-81.3% | $13,708-79.6% | $12,562-77.8% |