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 | $27,561 | $181,062-84.8% | $158,223-82.6% | $155,188-82.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.47% | 57.39%-34.9pp | 52.09%-29.6pp | 148.84%-126.4pp |
| Employer contribution / active EE | $7,120 | $4,565+56.0% | $4,109+73.3% | $4,248+67.6% |
| Participant deferral / active EE | $5,705 | $6,134-7.0% | $5,467+4.4% | $6,531-12.6% |
| Admin fee / account holder | $1,528 | $18,825-91.9% | $16,047-90.5% | $14,480-89.5% |