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 | $65,362 | $209,336-68.8% | $197,124-66.8% | $137,256-52.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.29% | 48.09%-25.8pp | 44.34%-22.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,415 | $6,591-63.4% | $6,227-61.2% | $4,156-41.9% |
| Participant deferral / active EE | $15,705 | $9,614+63.4% | $9,135+71.9% | $6,407+145.1% |
| Admin fee / account holder | $395 | $17,308-97.7% | $16,298-97.6% | $12,270-96.8% |