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 | $29,635 | $154,228-80.8% | $145,433-79.6% | $137,256-78.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 35.23% | 74.59%-39.4pp | 66.58%-31.3pp | 220.34%-185.1pp |
| Employer contribution / active EE | $5,861 | $4,804+22.0% | $4,554+28.7% | $4,156+41.0% |
| Participant deferral / active EE | $17,587 | $8,216+114.1% | $7,897+122.7% | $6,407+174.5% |
| Admin fee / account holder | $22,200 | $14,344+54.8% | $13,129+69.1% | $12,270+80.9% |