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 | $36,541 | $64,359-43.2% | $90,161-59.5% | $70,126-47.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 40.56% | 28.13%+12.4pp | 34.89%+5.7pp | 73.15%-32.6pp |
| Employer contribution / active EE | $3,565 | $2,046+74.3% | $3,318+7.4% | $2,343+52.2% |
| Participant deferral / active EE | $5,099 | $4,389+16.2% | $5,287-3.6% | $3,332+53.0% |
| Admin fee / account holder | $538 | $3,945-86.4% | $5,943-90.9% | $4,645-88.4% |