Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,357 | $228,395-84.1% | $185,861-80.4% | $158,982-77.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.71% | 40.82%-34.1pp | 35.96%-29.3pp | 302.99%-296.3pp |
| Employer contribution / active EE | $4,496 | $4,968-9.5% | $4,088+10.0% | $4,763-5.6% |
| Participant deferral / active EE | $8,804 | $6,417+37.2% | $5,634+56.3% | $5,983+47.1% |
| Admin fee / account holder | $1,735 | $11,869-85.4% | $9,503-81.7% | $11,252-84.6% |