Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $81,248 | $162,136-49.9% | $152,301-46.7% | $154,746-47.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.56% | 91.02%-71.5pp | 80.50%-60.9pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,252 | $4,890-53.9% | $4,624-51.3% | $4,379-48.6% |
| Participant deferral / active EE | $10,171 | $8,341+21.9% | $8,004+27.1% | $6,730+51.1% |
| Admin fee / account holder | $2,025 | $15,759-87.2% | $14,398-85.9% | $14,365-85.9% |