Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,904 | $165,399-83.1% | $149,745-81.4% | $158,982-82.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.73% | 348.34%-320.6pp | 276.72%-249.0pp | 302.99%-275.3pp |
| Employer contribution / active EE | $3,336 | $5,105-34.6% | $4,646-28.2% | $4,763-30.0% |
| Participant deferral / active EE | $4,186 | $7,183-41.7% | $6,843-38.8% | $5,983-30.0% |
| Admin fee / account holder | $418 | $10,811-96.1% | $9,312-95.5% | $11,252-96.3% |