Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,722 | $148,582-61.8% | $135,942-58.3% | $139,456-59.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.82% | 79.26%-64.4pp | 68.28%-53.5pp | 373.45%-358.6pp |
| Employer contribution / active EE | $3,943 | $5,245-24.8% | $4,858-18.8% | $4,753-17.0% |
| Participant deferral / active EE | $7,566 | $8,101-6.6% | $7,759-2.5% | $6,711+12.7% |
| Admin fee / account holder | $9,091 | $12,402-26.7% | $10,764-15.5% | $11,407-20.3% |