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 | $19,891 | $124,425-84.0% | $112,040-82.2% | $137,256-85.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.19% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,236 | $3,411-34.5% | $2,954-24.3% | $4,156-46.2% |
| Participant deferral / active EE | $2,855 | $5,718-50.1% | $5,098-44.0% | $6,407-55.4% |
| Admin fee / account holder | $1,993 | $15,207-86.9% | $12,098-83.5% | $12,270-83.8% |