Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,984 | $111,535-85.7% | $105,223-84.8% | $137,256-88.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.16% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,106 | $3,939-21.2% | $3,689-15.8% | $4,156-25.3% |
| Participant deferral / active EE | $5,360 | $5,500-2.5% | $5,072+5.7% | $6,407-16.3% |
| Admin fee / account holder | $931 | $9,721-90.4% | $8,859-89.5% | $12,270-92.4% |