Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,205 | $115,903-66.2% | $100,528-61.0% | $158,966-75.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 46.90% | 34.80%+12.1pp | 30.90%+16.0pp | 302.95%-256.1pp |
| Employer contribution / active EE | $4,229 | $4,105+3.0% | $3,419+23.7% | $4,762-11.2% |
| Participant deferral / active EE | $13,470 | $6,677+101.7% | $6,271+114.8% | $5,983+125.1% |
| Admin fee / account holder | $1,699 | $11,000-84.6% | $8,084-79.0% | $11,250-84.9% |