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 | $44,714 | $154,228-71.0% | $145,433-69.3% | $137,256-67.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.43% | 74.59%-54.2pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,676 | $4,804-23.5% | $4,554-19.3% | $4,156-11.6% |
| Participant deferral / active EE | $7,650 | $8,216-6.9% | $7,897-3.1% | $6,407+19.4% |
| Admin fee / account holder | $1,944 | $14,344-86.4% | $13,129-85.2% | $12,270-84.2% |