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 | $100,970-75.0% | $96,576-73.9% | $137,256-81.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.33% | 38.16%-15.8pp | 38.47%-16.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $11,100 | $3,809+191.4% | $3,553+212.4% | $4,156+167.1% |
| Participant deferral / active EE | $11,100 | $8,286+34.0% | $7,956+39.5% | $6,407+73.3% |
| Admin fee / account holder | $3,731 | $11,312-67.0% | $11,381-67.2% | $12,270-69.6% |