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 | $121,584 | $223,823-45.7% | $211,142-42.4% | $154,746-21.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.20% | 50.39%-31.2pp | 46.84%-27.6pp | 172.34%-153.1pp |
| Employer contribution / active EE | $5,370 | $6,787-20.9% | $6,442-16.7% | $4,379+22.6% |
| Participant deferral / active EE | $11,827 | $9,750+21.3% | $9,284+27.4% | $6,730+75.7% |
| Admin fee / account holder | $2,578 | $19,707-86.9% | $19,076-86.5% | $14,365-82.1% |