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 | $28,346 | $148,629-80.9% | $135,982-79.2% | $139,487-79.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 15.25% | 79.33%-64.1pp | 68.32%-53.1pp | 373.84%-358.6pp |
| Employer contribution / active EE | $5,433 | $5,247+3.6% | $4,859+11.8% | $4,755+14.3% |
| Participant deferral / active EE | $5,238 | $8,102-35.3% | $7,760-32.5% | $6,713-22.0% |
| Admin fee / account holder | $551 | $12,406-95.6% | $10,767-94.9% | $11,407-95.2% |