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 | $24,895 | $185,312-86.6% | $161,489-84.6% | $154,746-83.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 31.52% | 103.84%-72.3pp | 89.72%-58.2pp | 172.34%-140.8pp |
| Employer contribution / active EE | $2,343 | $4,769-50.9% | $4,268-45.1% | $4,379-46.5% |
| Participant deferral / active EE | $11,972 | $6,350+88.5% | $5,630+112.6% | $6,730+77.9% |
| Admin fee / account holder | $375 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |