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 | $38,182 | $81,276-53.0% | $155,574-75.5% | $80,925-52.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.11% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,363 | $3,103-23.8% | $4,676-49.5% | $2,756-14.3% |
| Participant deferral / active EE | $5,955 | $3,453+72.5% | $5,629+5.8% | $4,299+38.5% |
| Admin fee / account holder | $563 | $7,993-93.0% | $15,914-96.5% | $6,940-91.9% |