Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,424 | $84,236-80.5% | $170,435-90.4% | $70,126-76.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.92% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $838 | $3,387-75.3% | $5,432-84.6% | $2,343-64.2% |
| Participant deferral / active EE | $2,424 | $3,086-21.5% | $4,939-50.9% | $3,332-27.3% |
| Admin fee / account holder | $1,661 | $5,698-70.9% | $13,881-88.0% | $4,645-64.2% |