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 | $47,987 | $185,312-74.1% | $161,489-70.3% | $154,746-69.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.58% | 103.84%-82.3pp | 89.72%-68.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $10,640 | $4,769+123.1% | $4,268+149.3% | $4,379+143.0% |
| Participant deferral / active EE | $5,563 | $6,350-12.4% | $5,630-1.2% | $6,730-17.3% |
| Admin fee / account holder | $853 | $18,654-95.4% | $16,006-94.7% | $14,365-94.1% |