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 | $84,292 | $201,370-58.1% | $184,256-54.3% | $145,897-42.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.39% | 29.05%+4.3pp | 28.85%+4.5pp | 552.29%-518.9pp |
| Employer contribution / active EE | $9,188 | $7,024+30.8% | $6,427+42.9% | $4,663+97.0% |
| Participant deferral / active EE | $11,737 | $9,808+19.7% | $9,133+28.5% | $6,689+75.5% |
| Admin fee / account holder | $1,254 | $16,364-92.3% | $13,899-91.0% | $13,390-90.6% |