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 | $25,201 | $97,289-74.1% | $92,805-72.8% | $155,188-83.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.33% | 29.03%-6.7pp | 31.59%-9.3pp | 148.84%-126.5pp |
| Employer contribution / active EE | $11,100 | $3,632+205.6% | $3,424+224.2% | $4,248+161.3% |
| Participant deferral / active EE | $11,100 | $8,795+26.2% | $8,448+31.4% | $6,531+70.0% |
| Admin fee / account holder | $3,731 | $12,015-68.9% | $10,911-65.8% | $14,480-74.2% |