Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,321 | $177,156-81.8% | $147,027-78.0% | $154,746-79.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.85% | 21.94%-10.1pp | 20.23%-8.4pp | 172.34%-160.5pp |
| Employer contribution / active EE | $3,629 | $4,336-16.3% | $3,626+0.1% | $4,379-17.1% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $494 | $14,904-96.7% | $12,223-96.0% | $14,365-96.6% |