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 | $10,205 | $126,113-91.9% | $116,096-91.2% | $155,188-93.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 17.59% | 391.72%-374.1pp | 326.25%-308.7pp | 148.84%-131.3pp |
| Employer contribution / active EE | $2,076 | $2,672-22.3% | $2,503-17.1% | $4,248-51.1% |
| Participant deferral / active EE | $2,144 | $4,162-48.5% | $3,952-45.8% | $6,531-67.2% |
| Admin fee / account holder | $4,011 | $8,045-50.1% | $7,704-47.9% | $14,480-72.3% |