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 | $32,660 | $201,372-83.8% | $184,260-82.3% | $145,884-77.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.65% | 29.04%-17.4pp | 28.84%-17.2pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,784 | $7,024-60.4% | $6,427-56.7% | $4,662-40.3% |
| Participant deferral / active EE | $5,568 | $9,808-43.2% | $9,133-39.0% | $6,690-16.8% |
| Admin fee / account holder | $537 | $16,362-96.7% | $13,898-96.1% | $13,392-96.0% |