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 | $43,515 | $210,991-79.4% | $153,741-71.7% | $145,897-70.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.58% | 13.46%+8.1pp | 15.71%+5.9pp | 552.29%-530.7pp |
| Employer contribution / active EE | $6,488 | $6,057+7.1% | $5,042+28.7% | $4,663+39.1% |
| Participant deferral / active EE | $3,617 | $7,979-54.7% | $6,757-46.5% | $6,689-45.9% |
| Admin fee / account holder | $466 | $19,490-97.6% | $12,749-96.3% | $13,390-96.5% |