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 | $34,845 | $155,555-77.6% | $146,866-76.3% | $155,188-77.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 26.92% | 115.41%-88.5pp | 102.85%-75.9pp | 148.84%-121.9pp |
| Employer contribution / active EE | $7,469 | $4,647+60.7% | $4,425+68.8% | $4,248+75.8% |
| Participant deferral / active EE | $14,681 | $8,044+82.5% | $7,759+89.2% | $6,531+124.8% |
| Admin fee / account holder | $11,934 | $14,755-19.1% | $13,620-12.4% | $14,480-17.6% |