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 | $41,764 | $103,393-59.6% | $87,103-52.1% | $152,909-72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 26.10% | 28.10%-2.0pp | 28.19%-2.1pp | 345.46%-319.4pp |
| Employer contribution / active EE | $7,160 | $3,221+122.3% | $2,521+184.0% | $4,764+50.3% |
| Participant deferral / active EE | $2,082 | $4,778-56.4% | $4,049-48.6% | $5,851-64.4% |
| Admin fee / account holder | $734 | $12,195-94.0% | $7,491-90.2% | $11,601-93.7% |