Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,336 | $70,366-64.0% | $66,674-62.0% | $138,895-81.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.43% | 386.41%-370.0pp | 321.24%-304.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $682 | $2,765-75.3% | $2,620-74.0% | $4,194-83.7% |
| Participant deferral / active EE | $5,278 | $4,374+20.7% | $4,084+29.2% | $6,396-17.5% |
| Admin fee / account holder | $544 | $5,262-89.7% | $5,098-89.3% | $12,562-95.7% |