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 | $28,846 | $57,541-49.9% | $95,740-69.9% | $75,173-61.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 38.95% | 34.93%+4.0pp | 28.41%+10.5pp | 160.72%-121.8pp |
| Employer contribution / active EE | $3,314 | $1,808+83.3% | $2,836+16.8% | $2,671+24.1% |
| Participant deferral / active EE | $6,235 | $3,074+102.8% | $4,244+46.9% | $4,126+51.1% |
| Admin fee / account holder | $467 | $4,099-88.6% | $5,676-91.8% | $5,651-91.7% |