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 | $17,442 | $134,817-87.1% | $123,973-85.9% | $155,188-88.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.80% | 515.49%-501.7pp | 388.13%-374.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $2,770 | $4,425-37.4% | $4,126-32.9% | $4,248-34.8% |
| Participant deferral / active EE | $3,975 | $5,706-30.3% | $5,247-24.2% | $6,531-39.1% |
| Admin fee / account holder | $396 | $13,245-97.0% | $11,799-96.6% | $14,480-97.3% |