Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,294 | $106,280-75.3% | $96,538-72.8% | $139,487-81.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.91% | 38.48%-18.6pp | 35.74%-15.8pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,780 | $4,107-56.7% | $3,740-52.4% | $4,755-62.6% |
| Participant deferral / active EE | $6,211 | $5,457+13.8% | $4,880+27.3% | $6,713-7.5% |
| Admin fee / account holder | $1,703 | $7,888-78.4% | $6,737-74.7% | $11,407-85.1% |