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 | $36,055 | $135,956-73.5% | $123,894-70.9% | $273,972-86.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.03% | 56.63%-44.6pp | 47.52%-35.5pp | 41.46%-29.4pp |
| Employer contribution / active EE | $14,034 | $5,170+171.5% | $4,617+204.0% | $4,869+188.2% |
| Participant deferral / active EE | $7,600 | $6,343+19.8% | $5,984+27.0% | $5,287+43.7% |
| Admin fee / account holder | $832 | $9,817-91.5% | $8,357-90.0% | $10,133-91.8% |