Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,224 | $176,402-85.7% | $134,162-81.2% | $158,982-84.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.65% | 63.66%-48.0pp | 36.35%-20.7pp | 302.99%-287.3pp |
| Employer contribution / active EE | $882 | $5,042-82.5% | $3,705-76.2% | $4,763-81.5% |
| Participant deferral / active EE | $2,621 | $4,093-36.0% | $3,500-25.1% | $5,983-56.2% |
| Admin fee / account holder | $624 | $8,719-92.8% | $6,685-90.7% | $11,252-94.5% |