Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,512 | $148,623-86.9% | $135,974-85.7% | $139,466-86.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.70% | 79.30%-59.6pp | 68.30%-48.6pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,396 | $5,246-54.3% | $4,859-50.7% | $4,754-49.6% |
| Participant deferral / active EE | $4,097 | $8,103-49.4% | $7,760-47.2% | $6,712-39.0% |
| Admin fee / account holder | $2,671 | $12,406-78.5% | $10,767-75.2% | $11,409-76.6% |