Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,738 | $162,136-81.0% | $152,301-79.8% | $154,746-80.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.01% | 91.02%-68.0pp | 80.50%-57.5pp | 172.34%-149.3pp |
| Employer contribution / active EE | $43,552 | $4,890+790.6% | $4,624+841.8% | $4,379+894.5% |
| Participant deferral / active EE | $35,693 | $8,341+327.9% | $8,004+346.0% | $6,730+430.3% |
| Admin fee / account holder | $38,999 | $15,759+147.5% | $14,398+170.9% | $14,365+171.5% |