Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,955 | $124,425-71.9% | $112,040-68.8% | $137,256-74.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 23.94% | 24.72%-0.8pp | 24.52%-0.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $3,518 | $3,411+3.1% | $2,954+19.1% | $4,156-15.3% |
| Participant deferral / active EE | $7,637 | $5,718+33.5% | $5,098+49.8% | $6,407+19.2% |
| Admin fee / account holder | $2,424 | $15,207-84.1% | $12,098-80.0% | $12,270-80.2% |