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 | $38,597 | $97,289-60.3% | $92,805-58.4% | $155,188-75.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 21.92% | 29.03%-7.1pp | 31.59%-9.7pp | 148.84%-126.9pp |
| Employer contribution / active EE | $7,103 | $3,632+95.6% | $3,424+107.5% | $4,248+67.2% |
| Participant deferral / active EE | $15,465 | $8,795+75.8% | $8,448+83.1% | $6,531+136.8% |
| Admin fee / account holder | $9,067 | $12,015-24.5% | $10,911-16.9% | $14,480-37.4% |