Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $72,630 | $100,970-28.1% | $96,576-24.8% | $137,256-47.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 47.03% | 38.16%+8.9pp | 38.47%+8.6pp | 220.34%-173.3pp |
| Employer contribution / active EE | $5,376 | $3,809+41.1% | $3,553+51.3% | $4,156+29.4% |
| Participant deferral / active EE | $13,106 | $8,286+58.2% | $7,956+64.7% | $6,407+104.6% |
| Admin fee / account holder | $392 | $11,312-96.5% | $11,381-96.6% | $12,270-96.8% |