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 | $28,335 | $167,522-83.1% | $151,639-81.3% | $134,532-78.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.41% | 7.81%-7.4pp | 3.34%-2.9pp | 418.27%-417.9pp |
| Employer contribution / active EE | $8,752 | $6,828+28.2% | $6,165+42.0% | $4,741+84.6% |
| Participant deferral / active EE | $10,917 | $8,986+21.5% | $8,363+30.5% | $6,401+70.6% |
| Admin fee / account holder | $1,919 | $13,780-86.1% | $11,613-83.5% | $11,429-83.2% |