Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,458 | $110,248-91.4% | $95,728-90.1% | $139,456-93.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.47% | 27.16%+3.3pp | 28.40%+2.1pp | 373.45%-343.0pp |
| Employer contribution / active EE | $2,273 | $3,258-30.3% | $2,835-19.8% | $4,753-52.2% |
| Participant deferral / active EE | $2,778 | $4,675-40.6% | $4,245-34.6% | $6,711-58.6% |
| Admin fee / account holder | $502 | $6,607-92.4% | $5,673-91.1% | $11,407-95.6% |