Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,528 | $69,274-44.4% | $64,097-39.9% | $139,487-72.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.23% | 46.00%-27.8pp | 33.75%-15.5pp | 373.84%-355.6pp |
| Employer contribution / active EE | $3,252 | $3,187+2.0% | $2,750+18.3% | $4,755-31.6% |
| Participant deferral / active EE | $4,837 | $4,685+3.2% | $3,881+24.6% | $6,713-27.9% |
| Admin fee / account holder | $492 | $4,247-88.4% | $3,070-84.0% | $11,407-95.7% |