Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,309 | $211,239-85.2% | $178,528-82.5% | $145,877-78.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.01% | 30.22%-22.2pp | 27.11%-19.1pp | 551.28%-543.3pp |
| Employer contribution / active EE | $3,762 | $4,570-17.7% | $3,950-4.8% | $4,663-19.3% |
| Participant deferral / active EE | $7,854 | $6,963+12.8% | $6,278+25.1% | $6,691+17.4% |
| Admin fee / account holder | $17,307 | $12,095+43.1% | $10,419+66.1% | $13,402+29.1% |