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 | $24,542 | $181,062-86.4% | $158,223-84.5% | $155,188-84.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.16% | 57.39%-35.2pp | 52.09%-29.9pp | 148.84%-126.7pp |
| Employer contribution / active EE | $2,399 | $4,565-47.4% | $4,109-41.6% | $4,248-43.5% |
| Participant deferral / active EE | $7,063 | $6,134+15.1% | $5,467+29.2% | $6,531+8.1% |
| Admin fee / account holder | $321 | $18,825-98.3% | $16,047-98.0% | $14,480-97.8% |