Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,330 | $100,139-83.7% | $85,187-80.8% | $145,884-88.8% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 12.13% | 84.15%-72.0pp | 66.67%-54.5pp | 551.85%-539.7pp |
| Employer contribution / active EE | $2,870 | $3,238-11.4% | $2,732+5.0% | $4,662-38.4% |
| Participant deferral / active EE | $2,366 | $5,296-55.3% | $4,525-47.7% | $6,690-64.6% |
| Admin fee / account holder | $328 | $7,262-95.5% | $6,162-94.7% | $13,392-97.6% |