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 | $22,302 | $99,053-77.5% | $88,179-74.7% | $138,895-83.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.15% | 78.17%-64.0pp | 64.97%-50.8pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,951 | $2,882+2.4% | $2,549+15.7% | $4,194-29.6% |
| Participant deferral / active EE | $1,647 | $5,225-68.5% | $4,614-64.3% | $6,396-74.3% |
| Admin fee / account holder | $351 | $8,748-96.0% | $7,673-95.4% | $12,562-97.2% |