Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,272 | $111,814-73.8% | $93,654-68.7% | $145,959-79.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.85% | 203.30%-189.4pp | 133.34%-119.5pp | 561.95%-548.1pp |
| Employer contribution / active EE | $3,450 | $3,092+11.6% | $2,421+42.5% | $4,661-26.0% |
| Participant deferral / active EE | $8,366 | $4,914+70.2% | $4,413+89.6% | $6,689+25.1% |
| Admin fee / account holder | $308 | $10,246-97.0% | $8,282-96.3% | $13,398-97.7% |