Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,437 | $106,588-83.6% | $94,215-81.5% | $155,188-88.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 10.08% | 29.39%-19.3pp | 28.22%-18.1pp | 148.84%-138.8pp |
| Employer contribution / active EE | $2,458 | $3,080-20.2% | $2,675-8.1% | $4,248-42.1% |
| Participant deferral / active EE | $4,237 | $4,802-11.8% | $4,276-0.9% | $6,531-35.1% |
| Admin fee / account holder | $1,745 | $12,281-85.8% | $10,216-82.9% | $14,480-87.9% |