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 | $26,383 | $162,136-83.7% | $152,301-82.7% | $154,746-83.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.89% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,233 | $4,890-74.8% | $4,624-73.3% | $4,379-71.8% |
| Participant deferral / active EE | $5,380 | $8,341-35.5% | $8,004-32.8% | $6,730-20.1% |
| Admin fee / account holder | $1,059 | $15,759-93.3% | $14,398-92.6% | $14,365-92.6% |