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 | $44,929 | $172,111-73.9% | $150,298-70.1% | $137,256-67.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.56% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,520 | $4,636-67.2% | $4,154-63.4% | $4,156-63.4% |
| Participant deferral / active EE | $8,632 | $6,166+40.0% | $5,453+58.3% | $6,407+34.7% |
| Admin fee / account holder | $338 | $16,471-98.0% | $14,116-97.6% | $12,270-97.2% |