Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,928 | $157,296-80.3% | $141,191-78.1% | $152,897-79.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.08% | 64.34%-31.3pp | 71.41%-38.3pp | 345.43%-312.3pp |
| Employer contribution / active EE | $3,475 | $5,262-34.0% | $4,736-26.6% | $4,764-27.0% |
| Participant deferral / active EE | $9,514 | $7,111+33.8% | $6,710+41.8% | $5,851+62.6% |
| Admin fee / account holder | $9,823 | $12,125-19.0% | $10,264-4.3% | $11,599-15.3% |