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 | $19,125 | $154,228-87.6% | $145,433-86.8% | $137,256-86.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.04% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $3,615 | $4,804-24.8% | $4,554-20.6% | $4,156-13.0% |
| Participant deferral / active EE | $5,404 | $8,216-34.2% | $7,897-31.6% | $6,407-15.7% |
| Admin fee / account holder | $3,619 | $14,344-74.8% | $13,129-72.4% | $12,270-70.5% |