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 | $72,992 | $156,398-53.3% | $147,318-50.5% | $138,895-47.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.18% | 78.75%-57.6pp | 70.43%-49.3pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,864 | $4,853-61.6% | $4,593-59.4% | $4,194-55.6% |
| Participant deferral / active EE | $9,527 | $8,237+15.7% | $7,906+20.5% | $6,396+48.9% |
| Admin fee / account holder | $2,586 | $14,976-82.7% | $13,708-81.1% | $12,562-79.4% |