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 | $38,448 | $111,814-65.6% | $103,378-62.8% | $145,978-73.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.68% | 24.80%-13.1pp | 24.91%-13.2pp | 550.52%-538.8pp |
| Employer contribution / active EE | $5,799 | $4,215+37.6% | $3,870+49.8% | $4,662+24.4% |
| Participant deferral / active EE | $5,080 | $5,618-9.6% | $5,058+0.4% | $6,690-24.1% |
| Admin fee / account holder | $882 | $9,764-91.0% | $8,401-89.5% | $13,400-93.4% |