Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,576 | $77,449-68.3% | $69,483-64.6% | $152,909-83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 32.18% | 39.09%-6.9pp | 28.99%+3.2pp | 345.46%-313.3pp |
| Employer contribution / active EE | $2,723 | $3,316-17.9% | $2,780-2.0% | $4,764-42.8% |
| Participant deferral / active EE | $1,125 | $4,415-74.5% | $3,537-68.2% | $5,851-80.8% |
| Admin fee / account holder | $4,091 | $6,210-34.1% | $3,841+6.5% | $11,601-64.7% |