Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,738 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.24% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $3,050 | $4,804-36.5% | $4,554-33.0% | $4,156-26.6% |
| Participant deferral / active EE | $6,466 | $8,216-21.3% | $7,897-18.1% | $6,407+0.9% |
| Admin fee / account holder | $3,420 | $14,344-76.2% | $13,129-74.0% | $12,270-72.1% |