Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,381 | $183,516-81.8% | $155,534-78.5% | $145,884-77.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,165 | $5,315-40.4% | $4,675-32.3% | $4,662-32.1% |
| Participant deferral / active EE | $9,627 | $6,467+48.9% | $5,630+71.0% | $6,690+43.9% |
| Admin fee / account holder | $517 | $19,293-97.3% | $15,900-96.7% | $13,392-96.1% |