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 | $54,103 | $126,661-57.3% | $113,397-52.3% | $138,895-61.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 20.99% | 25.05%-4.1pp | 23.20%-2.2pp | 145.39%-124.4pp |
| Employer contribution / active EE | $2,775 | $3,456-19.7% | $2,977-6.8% | $4,194-33.8% |
| Participant deferral / active EE | $14,564 | $5,693+155.8% | $5,076+186.9% | $6,396+127.7% |
| Admin fee / account holder | $398 | $14,549-97.3% | $11,957-96.7% | $12,562-96.8% |