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 | $62,812 | $100,970-37.8% | $96,576-35.0% | $137,256-54.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 46.39% | 38.16%+8.2pp | 38.47%+7.9pp | 220.34%-174.0pp |
| Employer contribution / active EE | $9,092 | $3,809+138.7% | $3,553+155.9% | $4,156+118.8% |
| Participant deferral / active EE | $23,092 | $8,286+178.7% | $7,956+190.2% | $6,407+260.4% |
| Admin fee / account holder | $3,605 | $11,312-68.1% | $11,381-68.3% | $12,270-70.6% |