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 | $28,791 | $165,399-82.6% | $149,745-80.8% | $158,982-81.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.94% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.0pp |
| Employer contribution / active EE | $3,047 | $5,105-40.3% | $4,646-34.4% | $4,763-36.0% |
| Participant deferral / active EE | $4,544 | $7,183-36.7% | $6,843-33.6% | $5,983-24.1% |
| Admin fee / account holder | $1,132 | $10,811-89.5% | $9,312-87.8% | $11,252-89.9% |