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 | $41,619 | $154,228-73.0% | $145,433-71.4% | $137,256-69.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.72% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,019 | $4,804-16.3% | $4,554-11.7% | $4,156-3.3% |
| Participant deferral / active EE | $7,139 | $8,216-13.1% | $7,897-9.6% | $6,407+11.4% |
| Admin fee / account holder | $2,781 | $14,344-80.6% | $13,129-78.8% | $12,270-77.3% |