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 | $37,543 | $111,535-66.3% | $105,223-64.3% | $137,256-72.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.54% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,906 | $3,939-51.6% | $3,689-48.3% | $4,156-54.1% |
| Participant deferral / active EE | $7,242 | $5,500+31.7% | $5,072+42.8% | $6,407+13.0% |
| Admin fee / account holder | $979 | $9,721-89.9% | $8,859-88.9% | $12,270-92.0% |