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 | $38,304 | $79,894-52.1% | $135,792-71.8% | $82,637-53.6% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 18.33% | 17.20%+1.1pp | 25.96%-7.6pp | 53.51%-35.2pp |
| Employer contribution / active EE | $3,925 | $2,165+81.3% | $3,496+12.3% | $2,552+53.8% |
| Participant deferral / active EE | $6,476 | $3,194+102.8% | $4,759+36.1% | $4,126+57.0% |
| Admin fee / account holder | $471 | $6,434-92.7% | $12,266-96.2% | $7,339-93.6% |