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 | $17,562 | $109,904-84.0% | $97,167-81.9% | $145,959-88.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.62% | 243.43%-232.8pp | 75.27%-64.6pp | 561.95%-551.3pp |
| Employer contribution / active EE | $4,694 | $3,084+52.2% | $2,729+72.0% | $4,661+0.7% |
| Participant deferral / active EE | $2,616 | $4,676-44.0% | $4,264-38.6% | $6,689-60.9% |
| Admin fee / account holder | $506 | $6,216-91.9% | $5,650-91.1% | $13,398-96.2% |