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 | $30,491 | $100,970-69.8% | $96,576-68.4% | $137,256-77.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.10% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,406 | $3,809+41.9% | $3,553+52.1% | $4,156+30.1% |
| Participant deferral / active EE | $24,994 | $8,286+201.6% | $7,956+214.1% | $6,407+290.1% |
| Admin fee / account holder | $84,974 | $11,312+651.2% | $11,381+646.6% | $12,270+592.5% |