Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,079 | $105,284-62.9% | $150,734-74.1% | $94,015-58.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 16.01% | 15.67%+0.3pp | 600.81%-584.8pp | 17.84%-1.8pp |
| Employer contribution / active EE | $2,442 | $3,599-32.1% | $4,918-50.4% | $2,790-12.5% |
| Participant deferral / active EE | $5,419 | $4,274+26.8% | $5,610-3.4% | $4,249+27.5% |
| Admin fee / account holder | $17,018 | $9,839+73.0% | $14,905+14.2% | $8,951+90.1% |