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 | $35,405 | $148,582-76.2% | $135,942-74.0% | $139,456-74.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.55% | 79.26%-54.7pp | 68.28%-43.7pp | 373.45%-348.9pp |
| Employer contribution / active EE | $4,725 | $5,245-9.9% | $4,858-2.7% | $4,753-0.6% |
| Participant deferral / active EE | $9,450 | $8,101+16.6% | $7,759+21.8% | $6,711+40.8% |
| Admin fee / account holder | $429 | $12,402-96.5% | $10,764-96.0% | $11,407-96.2% |