Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,193 | $178,174-78.0% | $156,181-74.9% | $137,256-71.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 26.27% | 84.19%-57.9pp | 64.87%-38.6pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,785 | $4,972-64.1% | $4,294-58.4% | $4,156-57.0% |
| Participant deferral / active EE | $9,610 | $6,888+39.5% | $6,132+56.7% | $6,407+50.0% |
| Admin fee / account holder | $408 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |