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 | $31,362 | $97,289-67.8% | $92,805-66.2% | $155,188-79.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.21% | 29.03%-6.8pp | 31.59%-9.4pp | 148.84%-126.6pp |
| Employer contribution / active EE | $6,468 | $3,632+78.1% | $3,424+88.9% | $4,248+52.3% |
| Participant deferral / active EE | $19,017 | $8,795+116.2% | $8,448+125.1% | $6,531+191.2% |
| Admin fee / account holder | $5,310 | $12,015-55.8% | $10,911-51.3% | $14,480-63.3% |