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 | $22,825 | $135,956-83.2% | $123,894-81.6% | $273,972-91.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.34% | 56.63%-43.3pp | 47.52%-34.2pp | 41.46%-28.1pp |
| Employer contribution / active EE | $3,012 | $5,170-41.7% | $4,617-34.8% | $4,869-38.1% |
| Participant deferral / active EE | $4,929 | $6,343-22.3% | $5,984-17.6% | $5,287-6.8% |
| Admin fee / account holder | $768 | $9,817-92.2% | $8,357-90.8% | $10,133-92.4% |