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 | $51,297 | $201,264-74.5% | $184,185-72.1% | $145,978-64.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.86% | 29.00%-12.1pp | 28.81%-12.0pp | 550.52%-533.7pp |
| Employer contribution / active EE | $4,216 | $7,021-39.9% | $6,426-34.4% | $4,662-9.6% |
| Participant deferral / active EE | $13,486 | $9,806+37.5% | $9,132+47.7% | $6,690+101.6% |
| Admin fee / account holder | $592 | $16,376-96.4% | $13,909-95.7% | $13,400-95.6% |