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 | $24,107 | $102,245-76.4% | $89,340-73.0% | $137,256-82.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.54% | 21.89%-0.3pp | 20.57%+1.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $5,216 | $2,529+106.2% | $2,231+133.7% | $4,156+25.5% |
| Participant deferral / active EE | $5,750 | $4,436+29.6% | $3,823+50.4% | $6,407-10.3% |
| Admin fee / account holder | $716 | $8,085-91.1% | $6,704-89.3% | $12,270-94.2% |