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 | $32,614 | $166,268-80.4% | $165,100-80.2% | $145,897-77.6% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 17.15% | 100.52%-83.4pp | 70.21%-53.1pp | 552.29%-535.1pp |
| Employer contribution / active EE | $6,778 | $5,284+28.3% | $4,348+55.9% | $4,663+45.4% |
| Participant deferral / active EE | $6,281 | $6,964-9.8% | $6,035+4.1% | $6,689-6.1% |
| Admin fee / account holder | $854 | $16,659-94.9% | $12,696-93.3% | $13,390-93.6% |