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 | $38,255 | $85,094-55.0% | $76,327-49.9% | $145,877-73.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 14.17% | 13.13%+1.0pp | 13.79%+0.4pp | 551.28%-537.1pp |
| Employer contribution / active EE | $9,261 | $5,261+76.0% | $4,584+102.0% | $4,663+98.6% |
| Participant deferral / active EE | $12,216 | $6,390+91.2% | $5,478+123.0% | $6,691+82.6% |
| Admin fee / account holder | $4,439 | $5,773-23.1% | $5,139-13.6% | $13,402-66.9% |