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 | $21,487 | $110,212-80.5% | $96,534-77.7% | $139,466-84.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 34.04% | 26.42%+7.6pp | 25.88%+8.2pp | 373.66%-339.6pp |
| Employer contribution / active EE | $5,866 | $3,620+62.0% | $2,965+97.8% | $4,754+23.4% |
| Participant deferral / active EE | $12,238 | $5,547+120.6% | $4,851+152.3% | $6,712+82.3% |
| Admin fee / account holder | $4,762 | $11,599-58.9% | $8,253-42.3% | $11,409-58.3% |