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 | $32,169 | $106,524-69.8% | $152,301-78.9% | $87,485-63.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 25.87% | 26.89%-1.0pp | 80.50%-54.6pp | 26.06%-0.2pp |
| Employer contribution / active EE | $3,436 | $3,371+1.9% | $4,624-25.7% | $2,596+32.3% |
| Participant deferral / active EE | $11,873 | $6,525+82.0% | $8,004+48.3% | $4,274+177.8% |
| Admin fee / account holder | $624 | $8,287-92.5% | $14,398-95.7% | $7,775-92.0% |