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 | $107,666-70.9% | $102,184-69.3% | $154,746-79.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.21% | 29.33%-7.1pp | 31.58%-9.4pp | 172.34%-150.1pp |
| Employer contribution / active EE | $6,468 | $3,846+68.2% | $3,594+80.0% | $4,379+47.7% |
| Participant deferral / active EE | $19,017 | $8,719+118.1% | $8,309+128.9% | $6,730+182.6% |
| Admin fee / account holder | $5,310 | $12,943-59.0% | $11,609-54.3% | $14,365-63.0% |