Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,296 | $106,247-73.4% | $96,515-70.7% | $139,466-79.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.83% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,941 | $4,106-52.7% | $3,740-48.1% | $4,754-59.2% |
| Participant deferral / active EE | $10,874 | $5,456+99.3% | $4,880+122.8% | $6,712+62.0% |
| Admin fee / account holder | $1,760 | $7,885-77.7% | $6,735-73.9% | $11,409-84.6% |