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 | $52,401 | $183,627-71.5% | $155,602-66.3% | $145,978-64.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.59% | 61.32%-40.7pp | 64.81%-44.2pp | 550.52%-529.9pp |
| Employer contribution / active EE | $3,060 | $5,316-42.4% | $4,675-34.6% | $4,662-34.4% |
| Participant deferral / active EE | $7,868 | $6,466+21.7% | $5,629+39.8% | $6,690+17.6% |
| Admin fee / account holder | $644 | $19,327-96.7% | $15,923-96.0% | $13,400-95.2% |