Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,904 | $124,425-71.1% | $112,040-68.0% | $137,256-73.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 50.53% | 24.72%+25.8pp | 24.52%+26.0pp | 220.34%-169.8pp |
| Employer contribution / active EE | $4,475 | $3,411+31.2% | $2,954+51.5% | $4,156+7.7% |
| Participant deferral / active EE | $8,062 | $5,718+41.0% | $5,098+58.2% | $6,407+25.8% |
| Admin fee / account holder | $567 | $15,207-96.3% | $12,098-95.3% | $12,270-95.4% |