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 | $185,312-85.1% | $161,489-82.9% | $154,746-82.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.47% | 103.84%-81.4pp | 89.72%-67.2pp | 172.34%-149.9pp |
| Employer contribution / active EE | $7,120 | $4,769+49.3% | $4,268+66.8% | $4,379+62.6% |
| Participant deferral / active EE | $5,705 | $6,350-10.1% | $5,630+1.3% | $6,730-15.2% |
| Admin fee / account holder | $1,528 | $18,654-91.8% | $16,006-90.5% | $14,365-89.4% |