Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,012 | $98,776-71.6% | $149,745-81.3% | $79,856-64.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 32.93% | 27.38%+5.6pp | 276.72%-243.8pp | 31.71%+1.2pp |
| Employer contribution / active EE | $3,994 | $3,217+24.1% | $4,646-14.0% | $2,471+61.6% |
| Participant deferral / active EE | $10,672 | $5,681+87.8% | $6,843+56.0% | $3,741+185.3% |
| Admin fee / account holder | $388 | $6,053-93.6% | $9,312-95.8% | $5,306-92.7% |