Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $58,348 | $110,379-47.1% | $102,412-43.0% | $145,884-60.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.26% | 24.84%-15.6pp | 24.94%-15.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $15,127 | $4,216+258.8% | $3,870+290.9% | $4,662+224.5% |
| Participant deferral / active EE | $14,729 | $5,622+162.0% | $5,060+191.1% | $6,690+120.2% |
| Admin fee / account holder | $2,159 | $9,745-77.8% | $8,388-74.3% | $13,392-83.9% |