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 | $62,949 | $182,442-65.5% | $163,379-61.5% | $138,895-54.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.29% | 72.74%-54.4pp | 63.41%-45.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $4,540 | $4,159+9.1% | $3,752+21.0% | $4,194+8.2% |
| Participant deferral / active EE | $13,976 | $6,817+105.0% | $6,282+122.5% | $6,396+118.5% |
| Admin fee / account holder | $1,199 | $10,396-88.5% | $9,818-87.8% | $12,562-90.5% |