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 | $26,010 | $110,240-76.4% | $96,544-73.1% | $139,487-81.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 20.22% | 26.41%-6.2pp | 25.88%-5.7pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,134 | $3,622-41.1% | $2,966-28.0% | $4,755-55.1% |
| Participant deferral / active EE | $7,256 | $5,549+30.8% | $4,851+49.6% | $6,713+8.1% |
| Admin fee / account holder | $411 | $11,602-96.5% | $8,254-95.0% | $11,407-96.4% |