Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $44,855 | $156,398-71.3% | $147,318-69.6% | $138,895-67.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 40.65% | 78.75%-38.1pp | 70.43%-29.8pp | 145.39%-104.7pp |
| Employer contribution / active EE | $10,015 | $4,853+106.4% | $4,593+118.1% | $4,194+138.8% |
| Participant deferral / active EE | $13,586 | $8,237+64.9% | $7,906+71.8% | $6,396+112.4% |
| Admin fee / account holder | $8,828 | $14,976-41.0% | $13,708-35.6% | $12,562-29.7% |