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 | $25,965 | $112,729-77.0% | $98,716-73.7% | $137,256-81.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.54% | 38.48%-24.9pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,633 | $2,725-40.1% | $2,279-28.3% | $4,156-60.7% |
| Participant deferral / active EE | $2,039 | $4,640-56.1% | $4,048-49.6% | $6,407-68.2% |
| Admin fee / account holder | $504 | $10,129-95.0% | $8,703-94.2% | $12,270-95.9% |