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 | $20,479 | $110,410-81.5% | $102,437-80.0% | $145,897-86.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,612 | $4,217-38.1% | $3,871-32.5% | $4,663-44.0% |
| Participant deferral / active EE | $5,290 | $5,622-5.9% | $5,060+4.5% | $6,689-20.9% |
| Admin fee / account holder | $1,253 | $9,745-87.1% | $8,388-85.1% | $13,390-90.6% |