Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,689 | $157,296-83.7% | $141,191-81.8% | $152,897-83.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.71% | 64.34%-41.6pp | 71.41%-48.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,591 | $5,262-69.8% | $4,736-66.4% | $4,764-66.6% |
| Participant deferral / active EE | $4,375 | $7,111-38.5% | $6,710-34.8% | $5,851-25.2% |
| Admin fee / account holder | $351 | $12,125-97.1% | $10,264-96.6% | $11,599-97.0% |