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 | $29,408 | $154,228-80.9% | $145,433-79.8% | $137,256-78.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.51% | 74.59%-48.1pp | 66.58%-40.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $19,255 | $4,804+300.8% | $4,554+322.8% | $4,156+363.3% |
| Participant deferral / active EE | $40,031 | $8,216+387.2% | $7,897+406.9% | $6,407+524.8% |
| Admin fee / account holder | $9,642 | $14,344-32.8% | $13,129-26.6% | $12,270-21.4% |