Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,756 | $124,980-73.8% | $108,359-69.8% | $154,746-78.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.97% | 45.00%-31.0pp | 36.89%-22.9pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,758 | $2,851-38.3% | $2,399-26.8% | $4,379-59.9% |
| Participant deferral / active EE | $2,099 | $4,743-55.7% | $4,137-49.3% | $6,730-68.8% |
| Admin fee / account holder | $456 | $11,502-96.0% | $9,741-95.3% | $14,365-96.8% |