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 | $31,741 | $110,212-71.2% | $96,534-67.1% | $139,466-77.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.44% | 26.42%-1.0pp | 25.88%-0.4pp | 373.66%-348.2pp |
| Employer contribution / active EE | $3,949 | $3,620+9.1% | $2,965+33.2% | $4,754-16.9% |
| Participant deferral / active EE | $14,550 | $5,547+162.3% | $4,851+199.9% | $6,712+116.8% |
| Admin fee / account holder | $426 | $11,599-96.3% | $8,253-94.8% | $11,409-96.3% |