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 | $27,316 | $81,457-66.5% | $103,378-73.6% | $80,911-66.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.79% | 25.58%-5.8pp | 24.91%-5.1pp | 35.63%-15.8pp |
| Employer contribution / active EE | $10,934 | $3,107+251.9% | $3,870+182.5% | $2,756+296.7% |
| Participant deferral / active EE | $2,379 | $3,871-38.5% | $5,058-53.0% | $4,297-44.6% |
| Admin fee / account holder | $586 | $6,717-91.3% | $8,401-93.0% | $6,935-91.6% |