Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,959 | $154,228-81.9% | $145,433-80.8% | $137,256-79.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.65% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,232 | $4,804-74.3% | $4,554-72.9% | $4,156-70.3% |
| Participant deferral / active EE | $7,082 | $8,216-13.8% | $7,897-10.3% | $6,407+10.5% |
| Admin fee / account holder | $21,968 | $14,344+53.2% | $13,129+67.3% | $12,270+79.0% |