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 | $114,119-86.0% | $107,187-85.1% | $138,895-88.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.16% | 273.21%-255.0pp | 204.55%-186.4pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,106 | $4,059-23.5% | $3,782-17.9% | $4,194-25.9% |
| Participant deferral / active EE | $5,360 | $5,538-3.2% | $5,096+5.2% | $6,396-16.2% |
| Admin fee / account holder | $931 | $10,024-90.7% | $9,162-89.8% | $12,562-92.6% |