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 | $34,238 | $156,398-78.1% | $147,318-76.8% | $138,895-75.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 72.77% | 78.75%-6.0pp | 70.43%+2.3pp | 145.39%-72.6pp |
| Employer contribution / active EE | $7,868 | $4,853+62.1% | $4,593+71.3% | $4,194+87.6% |
| Participant deferral / active EE | $5,668 | $8,237-31.2% | $7,906-28.3% | $6,396-11.4% |
| Admin fee / account holder | $328 | $14,976-97.8% | $13,708-97.6% | $12,562-97.4% |