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 | $50,391 | $114,119-55.8% | $107,187-53.0% | $138,895-63.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.56% | 273.21%-254.6pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $5,149 | $4,059+26.9% | $3,782+36.1% | $4,194+22.8% |
| Participant deferral / active EE | $8,963 | $5,538+61.9% | $5,096+75.9% | $6,396+40.1% |
| Admin fee / account holder | $1,592 | $10,024-84.1% | $9,162-82.6% | $12,562-87.3% |