Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,896 | $155,555-82.7% | $146,866-81.7% | $155,188-82.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 31.77% | 115.41%-83.6pp | 102.85%-71.1pp | 148.84%-117.1pp |
| Employer contribution / active EE | $4,974 | $4,647+7.0% | $4,425+12.4% | $4,248+17.1% |
| Participant deferral / active EE | $8,599 | $8,044+6.9% | $7,759+10.8% | $6,531+31.7% |
| Admin fee / account holder | $1,038 | $14,755-93.0% | $13,620-92.4% | $14,480-92.8% |