Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,291 | $199,109-84.3% | $173,730-82.0% | $154,746-79.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 22.46% | 20.02%+2.4pp | 19.96%+2.5pp | 172.34%-149.9pp |
| Employer contribution / active EE | $10,754 | $5,311+102.5% | $4,577+134.9% | $4,379+145.6% |
| Participant deferral / active EE | $5,215 | $7,113-26.7% | $6,326-17.6% | $6,730-22.5% |
| Admin fee / account holder | $1,145 | $20,916-94.5% | $17,523-93.5% | $14,365-92.0% |