Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,611 | $97,125-79.8% | $86,233-77.3% | $137,256-85.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.91% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,618 | $2,841-7.8% | $2,504+4.6% | $4,156-37.0% |
| Participant deferral / active EE | $5,038 | $5,180-2.7% | $4,559+10.5% | $6,407-21.4% |
| Admin fee / account holder | $11,955 | $9,725+22.9% | $8,342+43.3% | $12,270-2.6% |