Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,994 | $107,666-85.1% | $102,184-84.3% | $154,746-89.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.69% | 29.33%-11.6pp | 31.58%-13.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,253 | $3,846-67.4% | $3,594-65.1% | $4,379-71.4% |
| Participant deferral / active EE | $3,160 | $8,719-63.8% | $8,309-62.0% | $6,730-53.0% |
| Admin fee / account holder | $2,504 | $12,943-80.7% | $11,609-78.4% | $14,365-82.6% |