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 | $29,736 | $117,895-74.8% | $102,460-71.0% | $145,897-79.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.56% | 31.92%-18.4pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,110 | $3,619-14.1% | $3,025+2.8% | $4,663-33.3% |
| Participant deferral / active EE | $4,942 | $5,736-13.8% | $5,056-2.3% | $6,689-26.1% |
| Admin fee / account holder | $361 | $13,353-97.3% | $9,460-96.2% | $13,390-97.3% |