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 | $56,916 | $174,018-67.3% | $136,833-58.4% | $198,609-71.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 23.19% | 35.16%-12.0pp | 35.32%-12.1pp | 202.70%-179.5pp |
| Employer contribution / active EE | $5,062 | $1,571+222.2% | $1,319+283.9% | $5,055+0.1% |
| Participant deferral / active EE | $13,650 | $2,873+375.1% | $2,441+459.2% | $6,977+95.6% |
| Admin fee / account holder | $1,078 | $5,434-80.2% | $4,706-77.1% | $19,030-94.3% |