Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $39,014 | $124,425-68.6% | $112,040-65.2% | $137,256-71.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.04% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $4,124 | $3,411+20.9% | $2,954+39.6% | $4,156-0.8% |
| Participant deferral / active EE | $9,201 | $5,718+60.9% | $5,098+80.5% | $6,407+43.6% |
| Admin fee / account holder | $1,724 | $15,207-88.7% | $12,098-85.8% | $12,270-86.0% |