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 | $37,125 | $124,425-70.2% | $112,040-66.9% | $137,256-73.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.03% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,316 | $3,411-32.1% | $2,954-21.6% | $4,156-44.3% |
| Participant deferral / active EE | $5,621 | $5,718-1.7% | $5,098+10.3% | $6,407-12.3% |
| Admin fee / account holder | $2,112 | $15,207-86.1% | $12,098-82.5% | $12,270-82.8% |