Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,599 | $165,381-80.3% | $149,730-78.2% | $158,966-79.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.88% | 348.29%-335.4pp | 276.70%-263.8pp | 302.95%-290.1pp |
| Employer contribution / active EE | $1,654 | $5,104-67.6% | $4,645-64.4% | $4,762-65.3% |
| Participant deferral / active EE | $3,359 | $7,182-53.2% | $6,843-50.9% | $5,983-43.9% |
| Admin fee / account holder | $19,475 | $10,809+80.2% | $9,310+109.2% | $11,250+73.1% |