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 | $17,838 | $148,582-88.0% | $135,942-86.9% | $139,456-87.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.01% | 79.26%-59.2pp | 68.28%-48.3pp | 373.45%-353.4pp |
| Employer contribution / active EE | $2,334 | $5,245-55.5% | $4,858-51.9% | $4,753-50.9% |
| Participant deferral / active EE | $3,385 | $8,101-58.2% | $7,759-56.4% | $6,711-49.6% |
| Admin fee / account holder | $652 | $12,402-94.7% | $10,764-93.9% | $11,407-94.3% |