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 | $54,335 | $155,555-65.1% | $146,866-63.0% | $155,188-65.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 29.44% | 115.41%-86.0pp | 102.85%-73.4pp | 148.84%-119.4pp |
| Employer contribution / active EE | $7,994 | $4,647+72.0% | $4,425+80.7% | $4,248+88.2% |
| Participant deferral / active EE | $15,266 | $8,044+89.8% | $7,759+96.7% | $6,531+133.7% |
| Admin fee / account holder | $2,823 | $14,755-80.9% | $13,620-79.3% | $14,480-80.5% |