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 | $16,710 | $55,930-70.1% | $76,089-78.0% | $80,925-79.4% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 13.55% | 20.58%-7.0pp | 360.94%-347.4pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,392 | $1,866-25.4% | $2,690-48.2% | $2,756-49.5% |
| Participant deferral / active EE | $1,714 | $3,051-43.8% | $4,259-59.8% | $4,299-60.1% |
| Admin fee / account holder | $1,912 | $5,241-63.5% | $6,418-70.2% | $6,940-72.5% |