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 | $41,089 | $182,823-77.5% | $161,596-74.6% | $198,609-79.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | 18.66% | 484.64%-466.0pp | 389.92%-371.3pp | 202.70%-184.0pp |
| Employer contribution / active EE | $2,816 | $4,109-31.5% | $3,977-29.2% | $5,055-44.3% |
| Participant deferral / active EE | $8,755 | $7,056+24.1% | $6,750+29.7% | $6,977+25.5% |
| Admin fee / account holder | $441 | $15,687-97.2% | $13,161-96.6% | $19,030-97.7% |