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 | $25,357 | $154,228-83.6% | $145,433-82.6% | $137,256-81.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 215.04% | 74.59%+140.4pp | 66.58%+148.5pp | 220.34%-5.3pp |
| Employer contribution / active EE | $2,934 | $4,804-38.9% | $4,554-35.6% | $4,156-29.4% |
| Participant deferral / active EE | $4,905 | $8,216-40.3% | $7,897-37.9% | $6,407-23.4% |
| Admin fee / account holder | $2,911 | $14,344-79.7% | $13,129-77.8% | $12,270-76.3% |