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 | $29,298 | $114,013-74.3% | $103,693-71.7% | $155,188-81.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 24.62% | 49.31%-24.7pp | 47.61%-23.0pp | 148.84%-124.2pp |
| Employer contribution / active EE | $6,202 | $3,131+98.1% | $2,920+112.4% | $4,248+46.0% |
| Participant deferral / active EE | $13,195 | $4,970+165.5% | $4,579+188.1% | $6,531+102.0% |
| Admin fee / account holder | $2,282 | $8,407-72.9% | $7,858-71.0% | $14,480-84.2% |